Strengthening your financial security


Value statement

We provide financial solutions for individuals and their families. Through a comprehensive approach to managing wealth, we address our clients’ specific needs, including retirement, education and protection planning. We offer a worldclass level of service to our clients that includes regular communication of all issues. By customizing investments and constructing personalized portfolios, we address each client’s current financial needs and help them achieve their long-term goals. 

Proud to work with nationally recognized teammates

As a wealth management team, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.

Frank W. Dingle
  • 2021, 2020, 2019 Forbes/SHOOK Best-In-State Wealth Advisor list  
  • 2018, 2019, 2020 Barron’s Top 1,200 Financial Advisor 
  • 2020, 20192017 Financial Times Top 400 Financial Advisor
Patrick P. Vaughan Jr.
  • 2021 Forbes/SHOOK Best-In-State Wealth Advisor list  
  • 2020 Forbes Top Next-Gen Wealth Advisor
  • 2021 Financial Planning's Top 40 Regional Advisors Under 40

Adding value

In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. Read the full economic outlook in the latest edition of Global Insight.

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.

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