Formed in 1974, today we manage over $1 billion of investment assets, as of February 2024, for individual investors, corporate profit sharing, pension plans, tax-free foundations and institutions from our offices in Walnut Creek, California & El Dorado Hills, CA. Our passion for wealth management advisory services energizes our group every day. We are focused on our clients and very committed to providing each and every individual with the exceptional service they deserve.
See the impact of your money decisions before you make them, with RBC WealthPlan.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025.
January 30, 2024
Interest rates will … fluctuate; your investment strategy shouldn’t
Implications of a peak dollar world
Safeguarding Assets for the Elderly
January 9, 2024
Municipal market insight
Quarterly Economic and Market Update
