Small town services with global resources

Dedicated to earning your trust

Our team is committed to providing families and business owners with strategies and investment opportunities designed to create and preserve wealth. We maintain a conservative investment philosophy while tailoring plans specific to each client’s individual financial needs. We pride ourselves on establishing long-lasting relationships by building trust, providing high level service, and maintaining the highest ethical standards.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Visit our Facebook page

If you would like to stay up-to-date with us and receive timely information in your Facebook feed, we invite you to visit and Like our Facebook page.

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. Contact us today to learn more.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Meet the team

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Learn more about The Yingling Group

 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Latest Insights

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Exploring fine wine as an investment

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

Read more

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Read the new edition of Investor’s Edge for ideas on meeting family business needs, managing tax provisions before they sunset, how AI may impact financial services and exploring fine wine as an investment. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

Happy 4th of July! So grateful for the independence and freedom our country gives us. Hoping you get to cherish the day with family and friends and may the spirit of freedom inspire your future goals and dreams. Enjoy the festivities!

Thanks to everyone who came out and endured the wet weather for our annual Spring Shredding Event! We had a great time and look forward to doing it again next year.