Our mission

Our mission is to collaborate with clients and take a holistic approach to wealth planning. We primarily work with individuals and families who see the value of a trusted relationship with a team of financial professionals. Our team has a passion for working with clients to develop a customized wealth plan for the future that has the potential to change their lives in meaningful ways, but still allow them to live the life they want in the present. We are a multi-generational team with varying backgrounds, which allows us to look at our clients' situations from many different angles, and thus serve them better. By engaging in our process our clients are able to define their individual financial needs and dreams – which allows us to create a customized plan that gives them confidence now and for the future.
 

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Push the limits this May and ask me how you can take full advantage of your years by maximizing catch-up contributions at 50

While the NCAA®️ men’s and women’s basketball tournaments are underway, check out our college cost brackets to help you assess and set your financial goals for educational savings for yourself or your loved ones. https://docs.rbcwealthmanagement.com/us/68709-tuition-madness-bracket.pdf

Wondering when is the best time to start collecting Social Security based on your personal situation? Contact me to schedule your annual retirement paycheck strategy review.

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.

Meet the team

Learn more about The Capitol Investment Group