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.

Advice 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.

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.

Contact us

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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

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Looking back, looking ahead – with guarded optimism

Nov 30, 2023 | Joseph Wu, CFA

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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How an ESG integrated portfolio can own oil, alcohol and tobacco

Nov 30, 2023 | RBC Wealth Management

Can you own oil, alcohol, and tobacco in an ESG integrated portfolio? Yes. With ESG integration, there are no exclusions or screens.

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