Let us help you grow more than wealth

Welcome to a brighter, more confident financial future

Our team’s mission is to bring a high level of care, integrity, and expertise to managing your financial life.  Freeing you to pursue your life’s passions.

You are unique, and your needs are very personal to you.  Our first priority is to truly understand you, your personal and financial circumstances, as well as your specific needs.  We also understand that everyone has their own unique emotional needs intertwined into the wealth management process.  A critical component that we think makes our process more effective over the long term. 

You can expect a personalized plan tailored to your specific goals and risk tolerance, while aligning your investments with your values.  You are always at the center of our work and the exchange of ideas is encouraged.  Preserving and protecting your wealth is key, and our disciplined approach is both purposeful and opportunistic.  This allows for flexibility with every changing market and economic conditions. 

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. 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.

Contact

The LaCross Team

505-872-5916
curtiss.lacross@rbc.com

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