Let Us Help You Grow More Than Wealth


At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

1700 Pennsylvania Ave NW, Washington, DC, 20006, United States

Beth Rafferty

Senior Vice President - Branch Director, Financial Advisor

Latest Insights

Capitol building at sunset

Midterms and the market: Welcome back, gridlock

Nov 18, 2022

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

Read more
Beach with dark skies

What are the investment implications of a UK recession?

Nov 17, 2022

Amidst market turmoil and leadership changes, the UK faces a range of economic challenges. We survey the factors that could impact investment.

Read more
Insights into responsible investing - issue 9 cover

Using your family legacy to make a difference

Nov 16, 2022

Giving money to charity; supporting causes you care about; making a positive name for your family in the community—there’s a lot of work that goes into developing a solid philanthropic giving plan, especially if the plan concerns your entire family.

Read more