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.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI 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.

Bulletin board

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

Elderly woman looking at her smartphone

How to help a senior family member who's been a target of financial fraud

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.

Read more