We are honored that founding member Brad Wheelock has been nationally recognized as a top advisor in the U.S. for over a decade. It is gratifying to be recognized among our peers but the true reward comes from knowing we are serving our clients well. Brad’s awards include:
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
There’s a reason that 99% of our clients stay with us. We invite you to learn first-hand what it’s like to have a seven-person team helping you reach your financial goals. Contact us today to learn more or to schedule a meeting.
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While the Wheelock Investment Group focuses on producing results, we recognize that "trust" is an investment unto itself. It requires nurturing and time to establish, but once earned it can span generations.
Clients trust us to act in their best interest—always. In some instances, they even trust us with their family's future. We are incredibly honored to be the steward of that trust.
Perhaps that's why we're so proud to have 232 multi-generational families or foundations that have been clients for 25 years or more. This type of loyalty is both humbling and rewarding. It is with great pride that we invite you to be a part of something special and begin your own journey toward the "quarter century" club. To ensure that we can continue to deliver unsurpassed service, investors with $500,000 or more are invited to apply.
With sincere humility and respect,
THE WHEELOCK INVESTMENT GROUP