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
  • 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.
  • 2020 Forbes Top Next-Gen Wealth Advisor

The shape of things to come

The COVID-19 economic damage should diminish greatly through 2021, while confidence in a return to a recognizable social and business landscape will likely grow. As GDP regains its pre-pandemic peak and corporate earnings recover further, we expect equities could provide attractive all-in returns in 2021, and probably for 2022 as well. Read the full economic outlook in the Global Insight 2021 Outlook.

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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