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 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 »

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

The White House

Pondering a U.S. policy potpourri

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Read more