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 - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. 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.

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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

The White House with storm clouds behind it

Shock and tariff: Four key perspectives on the selloff

Extreme stock market corrections are difficult to endure. We answer key questions, examining the unique contours of the tariff challenges and the areas of the U.S. equity market that we think can at least hold up better against the headwinds.

Read more
Disclosures

David Miller is currently registered to conduct business with residents of the following states: AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MN, MT, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV.

David Miller, NMLS # 2341557, Robert Simmons, NMLS # 2362993, and Andrew Fischer, NMLS # 1896987 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Robert Simmons is currently registered to conduct business with residents of the following states: AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MN, MT, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV.

Andrew Fischer is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, IL, KY, LA, MD, MN, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV.

Read additional advisor disclosures.