Helping clients thrive and our community prosper

We provide approachable, creative and personalized advice to help our clients optimize their lives now, while planning for a financially secure future. We focus on building lasting relationships across generations to help investors navigate every financial phase of life. We are passionate about helping our clients thrive and community prosper.

Our why

Our services

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Family wealth management services

  • Develop and track family budget and savings plan to help achieve financial goals
  • Review current investment allocation and provide investment management services
  • Education planning services; 529 Plans, Custodial Accounts
  • Insurance review and solutions; Life insurance and Long-term Care

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Retirement planning services

  • Develop, review and adjust long-term retirement plan annually
  • Management of retirement investment portfolios
  • Review and consultation on 401k, 403b and 457 employer retirement accounts
  • Develop sustainable cash flow plan during retirement

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Trust services
 

  • Provide domestic and international trust solutions
  • Provide professional trustee services
  • Management of trust investment portfolios

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Tax and estate planning services*

  • Gifting and wealth transfer strategies
  • Consultation with your attorney on estate planning issues
  • Consultation with your accountant on tax issues
  • Tax considerate portfolio management

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Business owner services

  • Investment management services for retirement plans
  • Employer sponsored plans; 401ks, SIMPLE IRA plans, stock options and deferred compensation
  • Consultation services on business valuation and succession planning
  • Employee educational seminars

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Administration and reporting services

  • Online access for reviewing portfolios, online bill pay and RBC research
  • WebEx conference services for out-of-state clients
  • Annual review meetings, quarterly phone updates and monthly statements
  • Electronic funds transfer for investment programs and income cash flow
  • Coordinate and review all financial documents 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself.

Contact us