My #1 priority is my clients' success!

Welcome to our website

Our entire planning process starts with you, the client. Your financial journey is important. That is why it demands one of life’s most serious choices in the Financial Advisor who will guide you. It is only after we understand your financial needs and life goals that we can offer advice to help you reach your financial destination. We take the time to listen, ask questions and uncover your needs. As the relationship develops, we always consider your needs and goals first. Then we review and recommend specific courses of action appropriate to your situation and objectives, while maintaining the conservative approach our clients have come to expect and appreciate. Do you want to enjoy a comfortable retirement? Finance a child’s education? Build your personal wealth? We will guide you on your financial journey and help you reach your investment goals.

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.

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.


Take the next step

Let our combined 50+ years of investment experience help design a portfolio that meets your goals and investment objectives.  Call for a free consultation.


Larry Van Atta


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Social Security and Medicare: Cornerstones of Retirement

May 22, 2019 05:30 PM - May 22, 2019 07:00 PM Mountain Daylight Time
Location To Be Determined

Do you have questions or concerns in regards to Social Security and Medicare?

RBC Wealth Management will host, guest speaker, Cy Aleman, Senior Vice President of Amundi Pioneer Asset Management, will present his thoughts on these cornerstones of retirement. Join us for hors d'oeuvres and drinks Wednesday, May 22, 2019 at 5:30 pm.

Space is limited, so please RSVP by calling Larry Van Atta 406-255-8761 or by email We look forward to seeing you there!