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.


 

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.

Contact

Larry Van Atta

406-255-8761
larry.vanatta@rbc.com

SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact me if you have questions about your plans for retirement and the SECURE Act changes.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.