Herrin Fisher Wealth Management Team

The best returns are more than financial

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How we serve you

We help individuals and families achieve financial security and peace of mind by offering a personal and comprehensive approach to wealth management. Identifying needs and goals is the first and most important step in the process. Then, we develop a plan designed to meet those needs and goals and adjust when unforeseen opportunities and challenges arise. Managing investments is an important part of most financial plans. We aim to take some of the fear and anxiety out of investing by creating diversified portfolios, customized with your specific objectives and risk tolerance in mind, and by encouraging a long-term perspective.

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.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.

Tax reporting document	Approximate availability date
Form 1099-R	January 31, 2024
Fair Market Value Statement	January 31 2024
1099 Tax Information Summary	February 15, 2024
Income Summary (FYI Statement)	February 29. 2024
REMIC Tax Information Summary	March 15, 2024
1042-S	April 1, 2024
Revised 1099 Tax Information Summary (tax year 2023 - revision 1)	On or about March 15, 2024
Revised 1099 Tax Information Summary (tax year 2023 - revision 2)	On or about April 5, 2024
5498	June 1, 2024
Revised 1099 Tax Information Summary (tax years 2020 – 2023)	Monthly, beginning May 2024

Global Insight Monthly

Harris and Trump on the issues

As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight Monthly »