New research

Alzheimer’s disease and cognitive decline have a devastating impact not only on those who have the disease. It’s also a physical, emotional, and financial burden on caregivers – a job that usually falls on family members. Download our latest Wealth Insights report. We surveyed 1,000 current and former caregivers, to better understand the impact of the disease on their loved ones – and to better understand the financial burden with caregiving.

Emerging markets: A ripe climate

With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia.  Read the full economic outlook in the latest edition of Global Insight.

Hilary Doherty named among Forbes 2020 Top Women Wealth Advisors

At Honcoop Doherty Wealth Managers, we are very proud that Hilary Doherty was named among Forbes 2020 Top Women Wealth Advisor. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Hilary!

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody’s Aa22 and A23/stable4
  • Standard & Poor’s AA-2 and A3/stable4
  • Fitch Ratings AA+2 and AA3/negative4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

New coronavirus stimulus bill info

The 2020 Coronavirus Response and Relief Act was approved in late 2020, and it provides many similar tax relief offerings as the original Coronavirus Aid, Relief, and Economic Security (CARES) Act from March 2020. Download this fact sheet, designed to help you understand what was included in the bill, the timing for different aspects of the programs and to see how things changed from the earlier CARES Act. Please don't hesitate to contact us to arrange for a meeting if you have any questions about how the 2020 Coronavirus Response and Relief Supplemental Appropriations Act may affect you, your family or your business.

Proud to be national award-winning advisors

As financial advisors, it is gratifying to be recognized as a leader in your industry, because it means we are serving our clients well. We are proud to be recipients of the following awards.

Brandon Honcoop:

  • On Wall Street’s Top 25 Regional Advisors Under 40 list in both 2018, and 2019. Read the full news release here
  • On Wall Street’s Top 40 Regional Broker-Dealer Advisors Under 40 in 2020

Hilary Doherty:

  • 2018, 2019 and 2020 Working Mother and SHOOK Research’s Top Wealth Advisor Moms
  • 2018 Forbes Top Next-Gen Wealth Advisor
  • 2019 Forbes Best-In- State Next Gen Wealth Advisor
  • 2020 On Wall Street Top 40 Regional Broker-Dealer Advisors Under 40
  • 2020 Forbes Top Women Wealth Advisor

 To read the full news release and see the list, view here.

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

 

Become a client 

                                       
If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more.

Value statement

We use a solution-based process with a proven methodology to help you achieve your financial, estate planning and legacy goals. Acting in partnership with you, we deliver personalized investment counsel and custom portfolio management services designed to help you both enjoy living today while preparing financially for the future you want. 


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