About The Nolan Group

Our group operates as a hybrid model, serving the distinct needs of high-networth and ultra-high-net-worth individuals, as well as institutional clients. Based in New York City, our group consists of five investment professionals with a combined experience of more than 71 years. Our group works closely with a limited number of clients to develop customized strategies to help them pursue their financial objectives.

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.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA- and A/stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers a cash sweep program that provides competitive interest rates. Visit RBC Insured Deposits to view our program Terms and Conditions and our current rates.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

Michael Nolan

Michael Nolan, MBA

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Brian Nolan

Brian Nolan, AIF®, CFA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Megan Wilson

Megan Wilson, CFP®

Vice President - Senior Business Associate

Courtney Shultz

Courtney Shultz

Investment Associate

Latest Insights

Woman browsing on her phone by her computer

High-net-worth cybersecurity: Protect your wealth and reputation against online threats

Understand common cybercrime tactics and strategies to safeguard your digital privacy, security and legacy.

Read more

RBC Cash Sweeps Flyer
RBC Cash Sweeps Flyer

Let's start the conversation

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