Trust. Integrity. Stewardship.


Mission statement

We are committed to earning and maintaining the loyalty of our clients by keeping them foremost in our minds. We believe the best business relationship starts by listening to and appreciating the individual needs of each client. We spend the time that is necessary to get to know and understand clients so we may develop a wealth management plan that will fit their unique needs.


Value statement

We provide customized solutions to help meet the complex financial needs of individuals, families and non-profit organizations. Our clients receive valuable advice and services that focus on enhancing their lives, and ultimately, the legacy they desire to leave.


Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

The Duncan Wealth Management Group

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Latest Insights

People going up and down stairs

What goes down must come up?

After the Fed’s rate hike, we see little question policymakers take back the 2025 cuts, but the real question might be whether they will take back the 2024 cuts too—and what that means for Treasury yields nearing 20-year highs.

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