Let us help you grow more than wealth

Vision statement

Our team of diverse financial specialists creates an intelligent yet focused wealth management infrastructure which liberates our clientele to concentrate on their professions, their communities and their families. We structure our day so that each member of our team spends their time doing those things for which they have the talent and passion and which serves our clientele at the highest level. Our talents are best utilized by individuals who will believe in the long-term benefits of wealth management planning and will benefit from having a comprehensive wealth management infrastructure in place.

Mission statement

We are devoted to providing a financial foundation based on deep relationships, mutual respect and open communication. It is our mission to guide our clients — institutions and individuals — to an increased level of confidence by helping them craft a strategy to weather all financial seasons. We approach our business as we approach our lives, with integrity, patience, trust, and a strong sense of family.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

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In need of financing? RBC Wealth Management has strategic options to optimize interest rates and maximize cash flow. Contact me to discuss your financing options.

The IRS has increased the 401(k) plan contribution limits for 2024, allowing employees to defer up to $23,000 into workplace plans, up from $22,500 in 2023.

IRS announces 2024 retirement account contribution limits: $23,000 for 401(k) plans, $7,000 for IRAs

Planning for your financial future? The IRS just released the 401(k) and IRA contribution limits for 2024. It’s crucial to know these figures as you map out your retirement savings. Let’s discuss how to maximize your contributions and secure a comfortable future.

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The end of the year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions. Reach out to me to discuss your insurance strategies.

Become a client  

If you are not already a valued client, we invite you to experience the skill and dedication of, The Chevy Chase Group, a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.  Contact us today to learn more.

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Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Latest Insights

Senior smiling at advisor

Tax-smart charitable giving strategies you can use any time of year

Nov 29, 2024 | Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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The White House

Pondering a U.S. policy potpourri

Nov 22, 2024 | Atul Bhatia, CFA

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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