Helping you achieve financial success!


Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

Jim Goolsby named to 2020 Senior Portfolio Manager Group

We would like to congratulate Jim on his membership in RBC Wealth Management's 2020 Senior Portfolio Manager Group - Portfolio Focus. We are proud to recognize you for your achievement in building and maintaining successful, consultative, fee-based businesses.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. 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.

Meet the team

Learn more about The Goolsby Investment Group.

Jim Goolsby

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

304-345-3436
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