Thomas Smith, CAP®, CFP®, CLU®, CPA

Unlock the potential of your wealth

During my years as a financial advisor, I’ve learned that while every client has a distinct set of needs and goals, one thing is constant: as their level of success increases, so does the complexity of their financial situation.

That’s why my team and I specialize in unwinding even the most tangled financial webs—because we want to help you focus on enjoying your wealth rather than worrying about it. We invite you to view the video below to learn more and contact us today to discuss how we can help you unlock the potential of your wealth.

Thomas Smith named a Forbes/SHOOK Best-in-State Top Wealth Advisor

I am very proud that I have been named a Forbes/SHOOK Best-in-State Top Wealth Advisors in 2019, 2020 and 2021. It’s an honor to have been nationally recognized as one of the best in the industry—because it means I am serving my clients well.

SusTech: Sustainability through technology

Sustainability in business isn’t just about “doing good”—it’s about good business sense. Technologies that mitigate the challenges of the 21st century are likely to see long-lasting waves of growth, creating long-term opportunities for companies and shareholders alike. Read the full economic outlook in the latest edition of Global Insight.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.