As a financial consulting group at RBC Wealth Management, we specialize in advising families and individuals who value professional help in managing their financial affairs. We take an objective, unbiased approach to meeting the specific needs of each individual client relationship. Through our comprehensive wealth management process, we do more than manage investment portfolios—we work with our clients to create a personalized plan to address the stresses and identify strategies to accumulate, protect and ultimately transfer family wealth.
We concentrate our efforts on meeting the needs and desires for a select number of individuals and families that are seeking a long-term relationship with an experienced, team-based advisory group. Because we limit the number of clients with whom we work, we are able to focus on superior relationship management and deliver an exceptional level of service.
To address all of the challenges that affluent individuals and families face in their financial lifetime, we offer a broad range of services covering twelve issues that we feel are necessary to develop a comprehensive plan:
- Retirement Planning
- Stock Options
- Business Succession Planning
- Gifting to Children & Descendants
- Charitable Inclinations
- Titling of Assets
- Durable Power of Attorney
- Naming Executor/Trustee Responsibilities
- Distributions of Wealth at Death
- Affluent Individuals and Families
- Business Owners and Professional Groups
- Select Foundations and Endowments