Helping you grow more than wealth

Our Mission

Our mission is to be the trusted financial advisors for individuals, families, business owners and both public and private corporations seeking clarity and confidence in every aspect of their financial lives. We deliver deeply personalized guidance that goes beyond traditional planning, helping clients manage and grow their wealth through tailored strategies that reflect their goals, values and long-term vision.

We provide customized financial services including retirement planning, 401(k) and pension strategies, cash balance plans, life insurance and legacy planning, college funding, endowments and business succession. Whether navigating family investments or complex business decisions, we provide integrated solutions designed to preserve wealth, support growth and provide continuity across generations.

In addition, we provide strategic consulting and support for corporate benefit plans. Our expertise includes the management and optimization of corporate stock options, development and oversight of Investment Policy Statements (IPS), and acting in both 3(21) and 3(38) fiduciary capacities to support plan sponsors in meeting their responsibilities. Through proactive financial and consulting services, we help businesses design, implement and manage benefits programs that align with their goals and support their employees’ financial well-being.

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.

Strength you can trust

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

  • Moody's Aa1 and A1 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

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

Have you switched jobs recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.

When to start taking Social Security benefits

Social Security can be an important part of your retirement income stream. The decision about when to begin taking the benefits you have earned may have important consequences. Start them early and your monthly income will be lower than if you wait until your full retirement age. Delay them and your monthly “paycheck” will be larger. Please contact us for help determining when it may be appropriate for you to start taking social security benefits and to explore strategies for maximizing benefits for married couples.

Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers a cash sweep program that provides competitive interest rates. Visit RBC Insured Deposits to view our program Terms and Conditions and our current rates.

Let's start the conversation

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

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