Helping you grow more than wealth

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.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Latest Insights

cargo ship leaving port

Tariffs’ leverage extends far beyond trade

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

Read more

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.

Meet the team

Learn more about us

Contact

The Pathfinder Group

530-806-1316
rory.greek@rbc.com
RICK

Richard Hill

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

RORY

Rory Greek, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Reeder

Elizabeth Shackelford

Client Associate