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. 

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2023.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2023
Fair Market Value Statement January 31 2023
1099 Tax Information Summary February 15, 2023
Income Summary (FYI Statement) February 28. 2023
REMIC Tax Information Summary March 15, 2023
1042-S April 1, 2023

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 17, 2023
Revised 1099 Tax Information Summary
(tax year 2020 - revision 2)
On or about April 7, 2023
5498 June 1, 2023
Revised 1099 Tax Information Summary
(tax years 2017-2021)
Monthly, beginning May 2023

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.

Meet the team

Learn more about The LaCross Team

Bulletin Board

Latest Insights

Businessmen

Has the Fed won the war on inflation?

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

Read more

Global Insights 2023 Outlook Cover December 2022Slow growth stasis?

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. Read the full economic outlook in the latest edition of Global Insight Monthly