2023 / 2024 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.

Create your retirement paycheck

A personalized retirement income plan can give you confidence and clarity by identifying your assets and available sources of income - along with their tax implications - to help create a secure retirement paycheck. In this Wealth Insights guide we’ll help you create your personalized retirement paycheck.

Download the guide

Proud to be an official partner of Major League Soccer in the United States

At RBC Wealth Management, we're very excited to announce a new partnership! Major League Soccer is the fastest-growing major sport in the United States and as an official partner, we're delighted to be a trusted teammate. Learn about this beneficial partnership.

Honoring community heroes for MLS All-Star month

We celebrate nonprofits making a difference in communities and recognize the MLS AllStar Hometown Heroes. As the presenting sponsor, RBC Wealth Management is honored to acknowledge these Heroes during MLS All-Star Week in collaboration with Black Player for Change and DC United. More about the award:<hyperlink TBD>

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 123-456-7890, onlinesolutions@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.

Join me for upcoming seminars and events

I am fortunate to host educational seminars and events for my clients and the community exploring a variety of topics. My events provide an opportunity to expand your knowledge and engage with me as you learn more about a specific topic. Past and upcoming events are posted on my website below. Please contact me for more information regarding a specific seminar or event.

Strategic planning for all stages of life

At the Rosenwald Team, our holistic approach to wealth management comes from knowing that a committed financial advisor works to improve your entire life, not just your finances.  With a core team of knowledgeable and dedicated professionals, a variety of financial and wealth-focused tools, and the resources of RBC behind us, we can bring clarity and confidence to your wealth management goals.

Whether you are accumulating wealth, enjoying your wealth, or are looking to leave a legacy, our team will be by your side through all stages of life. We would love to discuss how we can be of service to you.

A multigenerational wealth management practice

Our mission is to provide proactive guidance that serves your best interests, helping you accumulate, sustain and protect family wealth. We have carefully formed our wealth management team to offer a wide range of experiences and perspectives that will benefit our clients through all stages of life.

Learn more about what makes The Rosenwald Team the right choice for preserving and protecting your legacy.

Proud to be a national award-winner

The Rosenwald Team has a long-standing tradition of integrity, trust, and responsible stewardship of client assets. These are deeply held values you can always depend on. With that in mind, we are proud to announce the below honors bestowed on our founding partner, Beth C. Rosenwald.

• Forbes America’s Top Women Wealth Advisor – 2018, 2017
• Forbes/SHOOK Best-In-State Wealth Advisor – 2018
• Financial Times Top 400 Financial Advisers – 2017, 2016

Let’s take the next step together

Contact us today to set up a meeting and to learn more about what makes The Rosenwald Team the right choice for you and your family.