Why us?

As our client, we are committed to helping you achieve and maintain financial success. By understanding what is important to you, we take great care to provide comprehensive wealth planning services and customized investment strategies to help create and preserve your wealth. We aim to provide the highest standard of professionalism, integrity and advice to our clients, to serve as the ultimate resource for your personal, family and business needs.


 

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. 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.

Meet the team 

Learn more about The Seline, Rodriguez Wealth Management Group

Latest Insights

Businesswomen looking at computer

Focus on earnings season

Feb 18, 2025 | Kelly Bogdanova

Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.

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Business man looking at documents

Unlocking your company’s worth: A guide to valuation for business owners

Feb 07, 2025 | RBC Wealth Management

A valuation can help you improve operations today, as well as help you prepare for a future sale.

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Construction site

The U.S. deficit, interest rates, and private sector interplay

Feb 06, 2025 | Atul Bhatia, CFA

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

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Disclosures

Philip Seline is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MD, MN, MO, NC, NE, NJ, NV, OH, PA, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 0E67463.

Philip Seline, NMLS # 1705992, Malcolm Seline, NMLS # 1716459, and Courtney Rodriguez, NMLS # 1849528 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.

Malcolm Seline is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MD, MN, MO, MS, NC, NE, NJ, NV, OH, PA, SC, TN, TX, VA, WA, WI. California Insurance License # 0814845.

Courtney Rodriguez is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, DE, FL, IA, IL, IN, KY, MD, MN, MO, NC, NE, NJ, NV, PA, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 4172335.