Dedicated to earning your trust

Full service wealth management planning

With our recent addition of new members who bring valuable experience and expertise to our practice, we’ve decided to change our name to
The Columbia Group.
 
We look forward to continuing our mission of providing financial advice to individuals, non-profits and businesses in the Washington DC area.
 
We live here, work here, and understand the financial needs of affluent residents, business owners, and professionals in Washington, DC.

Value statement

We provide our clients with dependable, accurate, and honest financial advice to suit the needs of individuals, corporations, small businesses, and non-profits in Washington, DC.

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement
Read more (SECURE 2.0 Act)

New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

The millennial mindset

Rewriting retirement Cover imageWhen it comes to finances, millennials tend to prioritize planning for long-term wealth, making a difference in the world and retiring early, according to a recent RBC Wealth Management survey. Read the survey report to learn more about the millennial mindset. 

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.

Chess pieces and globe

Global Insight Monthly:

Worlds apart: Risks and opportunities as deglobalization looms

With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.

Read GI Monthly »

 

Taking the Next Step


Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact us.

RBC Wealth Management - official Wealth Management Partner of the MLS

Proud to be an official partner of Major League Soccer in the United States

At RBC Wealth Management, we're very excited to announce a new partnership! Major League Soccer is the fastest-growing major sport in the United States and as an official partner, we're delighted to be a trusted teammate. Learn about this beneficial partnership.

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RBC Wealth Management Online

Having a trusted contact person is important

If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them. 

Connect with us today to add a trusted contact person to your account.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2023.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2023
Fair Market Value Statement January 31 2023
1099 Tax Information Summary February 15, 2023
Income Summary (FYI Statement) February 28. 2023
REMIC Tax Information Summary March 15, 2023
1042-S April 1, 2023

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

 On or about March 17, 2023
Revised 1099 Tax Information Summary
(tax year 2020 - revision 2)		 On or about April 7, 2023
5498 June 1, 2023
Revised 1099 Tax Information Summary
(tax years 2017-2021)		 Monthly, beginning May 2023

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Latest Insights

Reading the newspaper

Reading between the lines of the stock market rally

The S&P 500’s narrow leadership has camouflaged fairly paltry returns from most of the index. How may the phenomenon impact the investing environment?

Read more