The best returns are more than financial


 

How we serve you

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams—and a clear roadmap for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you’d like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.

We are here to provide quality strategies customized to your needs—and to be your primary source of financial advice. We concentrate on developing longterm relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions and extensive wealth management experience.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Sam Burns crouching on golf course

We see things differently

On the green successful golfers take unique approaches to each shot. When it comes to your financial future, We take a unique method to envisioning your customized approach. You'll receive dependable guidance to help you achieve your wealth goals.  Contact us today to learn more.

Take the next step

We welcome you to experience the Woods Rooney Lamb Group difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about the Woods Rooney Lamb Group.

Latest Insights

Gold bars

Gold’s regime change?

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.

Read more

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At RBC, we understand how important preserving family values and ensuring legacy is. Since education is a core value, RBC Echelon partners with one of the nation’s leading college preparatory consultants to offer guidance to position your children and grandchildren for success.

Did you know summer is one of the most popular times to get married? Wedding season is a great opportunity to support the next generation. Average wedding costs remain high, highlighting the importance of planning. Talk to me for ideas on how to help prepare for the big day.

For midsummer financial wellness, focus on building your savings and paying down high-interest debt. Call me with questions anytime.