Vision

Through a client-centric approach, we strive to attain and exceed the changing needs of our clients by providing innovative solutions, personalized guidance and white-glove service.

Mission

Building a better path—helping our clients toward financial success through tailored solutions, informed guidance and a commitment to understanding the needs of each individual. As a client-centric, multigenerational wealth management team, we aim to be reliable and trustworthy in providing the knowledge, experience and tools needed to navigate the evolving personal financial landscape.

Client risk prevention

Identity theft. Fraud. Scams. Seniors and vulnerable adults may be victimized in many ways. At RBC Wealth Management, we are committed to protecting you and the people you care about from these risks. Please contact us for more information and help determining next steps for your personal situation.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

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.

Latest Insights

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AI’s big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges.

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Taking required minimum distributions

If you invest in traditional IRAs or employer-sponsored retirement savings plans, it’s important to know that they are not shielded from taxes indefinitely. When you reach age 73, you must take required minimum distributions (RMDs) to avoid tax penalties. Contact us today to learn more about your options.

Contact

Total Wealth Management Group

913-451-3596
lagina.nicholas@rbc.com