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Global Insight Monthly

Global Insight Monthly cover - September 2024Harris and Trump on the issues

As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight Monthly »

Proud to work with a national award-winning teammate

At The Boland Investment Group, we are incredibly honored that Robb Boland has received several prestigious industry awards. It is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.

  • Barron's Top 1,200 Advisors - 2021, 2022, 2023
  • Financial Times Top 400 Advisors - 2020
  • Forbes Best-In-State Wealth Advisor - 2021, 2022, 2023
  • AdvisorHub “Advisors to Watch” list - 2023

We are also proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.


“People don’t plan to fail, they fail to plan. Our team is focused on each client’s individual needs and providing solutions to help achieve their goals. We strive to be our client’s financial quarterback and guide them through the good times and the bad. We spend an enormous amount of time getting to know every family and often end up advising several generations.”  – Robb Boland


Value statement

The Boland Investment Group’s mission is to provide innovative investment solutions and counsel to affluent individuals and their families. We advise, guide, and motivate, our clients to implement strategies that simplify their lives, as well as grow and preserve their capital. Our team works in concert with our client's other advisors, such as Certified Public Accountants and attorneys, to formulate customized and comprehensive strategic life solutions.
 
Our expertise is acting as your primary advisor. In this role, we coordinate with all of your other professional advisors to ensure that your wealth management plan supports all of your financial goals. We have a long history of going the extra mile for our clients and will be tireless in our pursuit to gain and keep your trust and satisfaction.

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

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The Boland Investment Group.

Latest Insights

Young couple discussing finances with an advisor

Insurance coverage: Four life stages you need to prepare for

Sep 10, 2024 | RBC Wealth Management

Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?

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