Let Us Help You Grow More Than Wealth


At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

Our culture

President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.

Our Team

Our team is located at

2100 Pennsylvania Ave NW, Ste 810N, Washington, DC, 20037, United States

Beth Rafferty

Beth Rafferty

Senior Vice President - Branch Director

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Marc Kim

Vice President - Complex Assistant Manager

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Liam Kelly

Branch Service Manager

Latest Insights

Federal Reserve

Kevin Warsh launches his own Fed renovation project

Jun 23, 2026

This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

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Young woman smiling outside in the sun in front of an office building

The transformative new female economy is here

Jun 19, 2026

Women's unprecedented financial power is driving a fundamental shift in how wealth is created, spent and transferred.

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Image of downtown London's Gherkin skyscraper

Global Insight 2026 Midyear Outlook: United Kingdom

Jun 18, 2026

UK equities face political headwinds, but sector composition offers hope. UK inflation risks remain contained.

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