Our mission is to provide the ability and inspiration for you to live your life by design and not by default - enjoying the blessings of family and the richness of friendship. It is that fervent belief that leads the Wheelock Investment Group to care so deeply about you and the family you love. Perhaps that’s also why small business owners, professionals, executives, professional athletes, non profits and the founding families of some of the largest corporations in the world; have already hired them.
The Wheelock Investment Group's first independent recognition was noteworthy; the second significant; the third is defining. With 91 years of combined experience, members of the Wheelock Investment Group hold advanced designations such as CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary® and Accredited Asset Management Specialist. They routinely receive the firm’s prestigious Chairman’s Council award, but perhaps most noteworthy, is their impressive 99% client retention record and acclaimed national recognition.
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.
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