Helping you grow more than wealth

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 - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Latest Insights

multigenerational family meal

Four ways to pass down your family home to your children

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

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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 us

Contact

The Pathfinder Group

530-806-1316
rory.greek@rbc.com
RICK

Richard Hill

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

RORY

Rory Greek, CFP®

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

Reeder

Elizabeth Shackelford

Client Associate