Supporting unique needs with global solutions.


Value statement

"America is too great for small dreams." - Theodore Roosevelt

We are a team of investment professionals providing world-class advice and global wealth management services around the globe to a select group of clients who have substantial net worth. Dedicated to helping clients achieve their ambitions through the strategic management of their financial affairs, we utilize the vast resources of RBC and RBC Capital Markets to provide financial strategies that address the various and unique aspects surrounding significant wealth.


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.


Global Insight 2019 Outlook

While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.

Take 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.

Bulletin Board

There are no events to show

Social Security: Options to help you maximize your benefits

May 14, 2018 04:00 PM - 04:30 PM Eastern Daylight Time
WebEX ,

An educational webinar hosted by the Gerold Group featuring John Driscoll from Fidelity Investments.  John will take a deeper dive into social security and answer questions you may have.

WebEx Information

WEBEX MEETING ID: 748264842

WEBEX MEETING PASSWORD: ivXyh524

DIAL IN NUMBER: 1-866-305-1457

DIAL IN PASSWORD: 9072730

Click here for WebEx Address: (4:00)  

Please submit any preliminary questions to John.Gerold@rbc.com


Social Security: Options to help maximize your benefits

May 14, 2018 12:00 PM - 12:30 PM Eastern Daylight Time
WebEx meeting ,

This is an educational webinar hosted by the Gerold Group partnering with John Driscoll of Fidelity Investments.  John will take a deeper dive into social security and how to maximize your benefits. 

WebEx Information

WEBEX MEETING ID: 748264842

WEBEX MEETING PASSWORD: ivXyh524

DIAL IN NUMBER: 1-866-305-1457

DIAL IN PASSWORD: 9072730

Click here for WebEx Address: (12:00)  

Please submit any preliminary questions to John.Gerold@rbc.com