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.

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.

Defense mechanisms

Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.  Read the full economic outlook in the latest edition of Global Insight.

 

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.