The best returns are more than financial

Value statement

Our team has more than 50 years of combined investment experience. We provide retirement plan services and investment consulting services to a wide variety of private companies and non-profit entities throughout the United States. We attribute our success over the years to developing long-term relationships with our plan sponsors and employing a consultative approach to match their needs and concerns. We truly appreciate the importance of this engagement and are committed to providing the highest level of service and professionalism to your organization.

Retirement plan services

We provide strategies and solutions to help plan sponsors manage their fiduciary responsibilities and recognize the importance of selecting and designing the most appropriate retirement plan for your organization. We offer non-proprietary products from leaders in the industry for 401(k), 403(b) and pension plans. Our belief is that this approach allows us to deliver objective, unbiased recommendations.

We provide a full range of consulting services specifically for institutional clients including:

  • Provider Search & Evaluation
  • Investment Policy Development & Review
  • Investment Selection and Monitoring
  • Employee Communication & Education
  • Fiduciary Process/Toolkit for Plan Sponsors
  • Plan Design & Fee Analysis

Our process is driven solely by the particular needs of each of our clients and is designed to assist them in meeting their fiduciary obligations and financial objectives.

Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Learn more about what sets us apart and contact us today to discuss how we can be of service to you.

Become a client

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.

Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more

Meet the team

Learn more about The Winn Wealth Management Group.