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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!

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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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

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

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Meet the team

Learn more about Swesey & Swesey Wealth Management Group