RBC Wealth Management has 65+ years of experience in wealth advising and management. Through the years, their team has helped countless people successfully retire from companies such as Cerner, Black and Veatch, and Burns & McDonnell.
RBC is a full-service financial firm whose first step of action is to meet with clients to hear their dreams and goals. This allows them to create and execute a strategy to meet those goals and help clients stay on track. From there, RBC’s experienced team invests the client’s money into portfolios that match their risk tolerance and desired income.
RBC does not create any investment, which allows them to find the most suitable investment for each client. Their wealth plan tools are unique to the company and help their clients focus on their dreams, goals and achieving a successful retirement.
RBC hopes to not only help individual Chamber members with their savings and retirement goals, but to also help business owners with their 401K options for employees. Making connections with local accountants and estate attorneys is also a priority of the team’s.
Mark your calendar for their After Hours event at Sullivan’s Steakhouse on January 11, 2022!