Our mission

At West Wealth Management, we seek to provide our clients with confidence and clarity through a planning process built on integrity, loyalty, and care.

Let us help you grow more than wealth


Community Association Services

The board of directors has a fiduciary duty to make decisions based on the best interests of the community they have been elected to represent. As part of this fiduciary duty, a board of directors is likely to engage licensed and experienced professionals to guide them in this decision making process.

In addition to community association managers, accountants, attorneys, engineers, and other experts, a trusted financial advisor can serve as a valuable member of this professional team of resources. The goal of our team is to preserve association assets while generating additional investment income, minimizing risk, and meeting the liquidity needs of our clients. By making use of our services, the board can function in an efficient and prudent manner that benefits the community.

Private Wealth Management

Beyond services for community associations, our team offers comprehensive wealth planning services for individuals and households. The wealth planning process begins with an integrated analysis based on client values, lifestyle, relationships, and objectives. By gaining an in-depth understanding of what is important to each client, we are able to offer sophisticated approaches to planning.

 


Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

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 West Wealth Management

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

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Wealth Management Consultant


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Wealth Planning Consultant


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Wealth Strategist


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Senior Portfolio Advisor