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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

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

Latest Insights

Older woman in her ceramic studio looking at a tablet

Planning for succession

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

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