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

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

Latest Insights

Boats in a harbor

S&P 500 rally: When a rising tide lifts some boats more than others

The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

Read more

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®

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

Reeder

Elizabeth Shackelford

Client Associate