Let Us Help You Grow More Than Wealth


At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

2100 Pennsylvania Ave NW, Ste 810N, Washington, DC, 20037, United States

Beth Rafferty

Beth Rafferty

Senior Vice President - Branch Director

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Marc Kim

Vice President - Complex Assistant Manager

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Liam Kelly

Branch Service Manager

Latest Insights

family gathering to eat along lakeside patio

Five things you can do with your wealth without selling a single share

Sep 10, 2026

You’ve spent years building a portfolio. So why sell it the moment opportunity comes knocking?

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The $15 million opportunity: What the new tax law means for your estate plan

Sep 10, 2026

A year ago, estate planning conversations were dominated by one word—urgency—and families raced to act before that window closed.

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Business woman in her 30's

The Roth conversion window: Why your 30s is the right time to act

Sep 09, 2026

It may feel like you’re still getting started on your savings when you hit your 30s, but being in a lower tax bracket can be beneficial for future growth.

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