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

2100 Pennsylvania Ave NW, Washington, DC, 20037, United States

Beth Rafferty

Senior Vice President - Branch Director, Financial Advisor

Latest Insights

Businessmen

Has the Fed won the war on inflation?

Feb 03, 2023

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

Read more
Senior woman smiles at advisor

Why the SECURE 2.0 Act can be good news for retirement planning

Jan 30, 2023

Consider these changes as you make adjustments to your retirement savings plans.

Read more
Looking up at high rise buildings

Do U.S. corporate earnings signal slow growth in 2023?

Jan 26, 2023

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.

Read more