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Broken forever?

Barron's article regarding money-market funds. Read Article

Marina Galli named to Forbes "Top Women Wealth Advisors Best-In-State" list in 2025

We are pleased to announce that Marina Galli was named to the Forbes "Top Women Wealth Advisors Best-In-State" list.

Marina Galli named to Advisor Hub - Advisors to Watch list in 2022 & 2023

We are pleased to announce that Marina Galli was named an Advisor to Watch by Advisor Hub. 

Marina Galli earns Accredited Wealth Manager designation

We are pleased to announce that Marina Galli has earned the designation of Accredited Wealth Manager (AWM).  View Press Release

Value statement

We manage taxable and tax-exempt short-term bond portfolios that are customized to meet specific investment objectives. We help our clients clarify and define their risk parameters. When building each custom portfolio, our team incorporates the clients’ cash flow needs and objectives. Our clients include public companies, private companies, foundations, and high net worth individuals.

Let's take the next step together

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

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Latest Insights

Broken heart with wedding rings.

Top financial considerations during a divorce

A host of questions and emotions surface when facing a divorce. While you may have already decided upon some major items—like custody of children, alimony and dividing marital assets—read on for top financial considerations during this trying time.

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