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 Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. 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

Female athlete on a soccer field

Report explores opportunities for investors in women’s sports

Professional women’s sports are thriving. A new study reveals this sector's long-term potential for sustainable growth, ROI and making a positive impact.

Read more

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Are you looking for a smarter way to secure your retirement income? Annuities can provide predictable income for life, protect your principal and offer financial confidence in uncertain markets. Let's talk annuities and how they fit into your RBC Retirement Paycheck. Your future self will thank you.

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Be on alert to avoid financial fraud, especially imposter scams, which are the most common type reported. At RBC Wealth Management, we’re here to help. See our fraud and scam recovery guide and connect with me to learn more. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf