Putting our clients first. Period.


Have you reviewed your life insurance strategy recently?

Life insurance probably isn’t something you think about every day. As your life moves through new stages, your protection strategies need to keep pace. Marriage, the birth of children or grandchildren, the loss of a loved one, or a change in financial responsibility may impact the life insurance strategies you use to safeguard your loved ones. Contact us today for a complementary consultation.

The Financial Impact of Dementia

A diagnosis of dementia in you or a loved one can have a devastating impact on you—physically, emotionally and financially. View the video below to hear from children’s author Nancy Carlson on her family’s experiences and download The Financial Impact of Dementia today.

Preserve Your Legacy With Wealth Transfer Planning

Receiving an inheritance can be a difficult process at an emotionally challenging time—and our 2017 Wealth Transfer Report: Lasting Legacy found that most inheritors were generally unsupported and unprepared to receive an inheritance. That’s why it’s critical to have a comprehensive plan in place to provide guidance at a difficult time and help ensure that your heirs carry on your legacy for generations. Learn more about wealth transfer planning and contact us to discuss how we can help you preserve your wealth for generations.


We’re in the “correction” camp

We make the case that the correction will give way to a renewed advance in share prices and offer some thoughts on how to prepare portfolios for the challenges likely to come with an aging, slowing economic expansion. Read the full economic outlook in the latest edition of Global Insight.

Meet our team

Learn more about the Tactical Planning Group.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Tim Herb featured on ABC 2 News' “In Focus”

We are very proud that Tim Herb was invited on In Focus to discuss the recent stock market volatility. We invite you to view the video below to watch his appearance.

 

Weekly radio commentary

Listen Sundays at 11:00 a.m. EST to WCBM 680 AM (Baltimore) as Tim Herb discusses personal finance and the economy in his "Weekly Wealth Report."