Value Statement

The Gress Lodge Group works with affluent families that seek financial independence, enabling them to focus more on those areas that give their lives meaning and purpose. We utilize the wealth management planning process by developing a meticulous strategy in three areas: asset, risk, and legacy planning. A sound plan means nothing without attention to detail in design and implementation. Individual needs change and evolve, as do financial markets, and these changes must be regularly addressed.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

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.

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Disclosures

RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.

Richard Gress is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI. California Insurance License # 0B66640.

Richard Gress, NMLS # 1560260, Sarah Lodge, NMLS # 1575248, and Angelina Gress, NMLS # 1945100 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Sarah Lodge is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI. California Insurance License # 0H17344.

Angelina Gress is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI. California Insurance License # 0M94074.

Read additional advisor disclosures.