Know. Like. Trust

Value statement

Welcome to our website! This is designed to provide you with information that we think will be helpful in understanding and navigating the financial markets. On the site you will find daily and weekly market commentary, strategy reports and in-depth white papers, which will be updated frequently. Our hope is that you will visit often and make this your new RBC Wealth Management home page, as you can access your accounts directly from here (upper right corner). So, save it in your favorite sites list. Finally, this is a great way for you to introduce us and RBC to your friends and family members who might be interested in our services. Please give us your feedback! Thank you!

Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.

Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.

 

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

The U.S. economy is exposed and vulnerable … what’s next?

We explore the economic scenarios that could unfold depending on the path the virus takes and the different ways the recovery could play out in 2021.

Read more

Meet the team

Learn more about Swesey & Swesey Wealth Management Group