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 »

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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

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Think you're too late for a 529 plan? Think again

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

Read more

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Legacy isn't built overnight. It's preserved with intention. Now is the time to explore tax-considerate strategies for transferring wealth, before opportunities shift. A well-structured legacy plan helps protect your assets and shapes your impact.

An unexpected injury or illness can happen to anyone causing a long-term disability. What’s your plan if this happens to you? Income protection insurance can fill the gap in your health care coverage. Reach out to me and let’s connect today.

Did you know setting aside savings for a summer getaway is a common financial goal? Despite this, surveys have shown that many still rely on credit cards to pay for the expenses. Let’s brainstorm sustainable ideas to save for travel expenses!

Disclosures

Timothy Woods is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DE, FL, IA, IL, KS, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, PA, SD, TN, TX, WA, WI.

Timothy Woods, NMLS # 1871686, Mike Rooney, NMLS # 1948484, and Geoff Lamb, NMLS # 1945421 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Mike Rooney is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. Arkansas Insurance License #240989.

Geoff Lamb is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DE, FL, IA, IL, KS, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, PA, SD, TN, TX, WA, WI.

Read additional advisor disclosures.