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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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.

Pay equity continues to be something we're passionate about. In celebration of Women's History month, read how RBC is supporting research to help change the wage game for professional women athletes: https://www.rbcwealthmanagement.com/en-us/insights/women-in-sports-report-advocates-for-investing-in-professional-women-athletes?utm_medium=social&utm_source=heresay-social-platform&utm_campaign=research-and-insights&utm_id=2e6ec272c936e13f3beda154df00dd7f

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