Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

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.

Stephen Watkins Bio Photo

Stephen Watkins

First Vice President - Financial Advisor, Consulting Group

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William Harbert

Financial Advisor

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Kim Arch

Senior Investment Associate

Bradley Steinhouse

Bradley Steinhouse

Client Associate

Meet the team

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Learn more about us

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If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Latest Insights

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Tax-smart charitable giving strategies you can use any time of year

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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