Let us help you grow more than wealth


Small town services with global resources

Our goal is to help our clients achieve financial independence during their retirement years.  Our first priority is to help clients achieve their financial objectives, starting with a plan for retirement by identifying income sources and income needs.  In the years leading up to retirement we work with our clients to create and modify a retirement investment plan using asset allocation tailored specifically to their financial objectives and risk management.  At retirement we work with our clients to convert their savings and investments into a steady stream of income.

Value statement

Our team offers a unique combination of experienced professionals dedicated to building a lasting retirement plan specifically tailored to the individual through a disciplined process.  We continually monitor the landscape of changing market conditions and retirement products to offer an evolving solution to the challenges of saving for retirement.  We strive to build long term relationships built on the foundation of open lines of communication and trust.


Have You Switched Jobs Recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of 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.

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Huntington Office

704 Fourth Avenue
Huntington, WV  25701
(800) 505-2030

Charleston Office

500 Lee Street E.
Suite 170
Charleston, WV  25301
(800) 950-3421 

Latest Insights

What does the Fed-induced selloff mean for the investment outlook?

The Fed’s actions have amplified uncertainty and pressure on stock markets. We examine the recent weakness and what it implies for coming quarters.

Read more