RBC Wealth Management is a leading provider of comprehensive financial services tailored for individuals, families, and businesses seeking to grow, preserve, and transfer wealth. As part of the Royal Bank of Canada (RBC), one of the largest and most trusted financial institutions in North America, the firm combines global strength with local expertise to deliver personalized investment strategies and wealth planning solutions. The Schenectady, NY office is staffed by experienced financial professionals dedicated to helping clients address their life goals through a holistic approach to financial planning.

The organization specializes in retirement planning, investment management, estate planning, and risk management. RBC Wealth Management stands out for its strong commitment to fiduciary standards, personalized service, and access to a wide range of proprietary and third-party financial products. The firm takes pride in building lasting relationships with clients, offering guidance that aligns with their values and long-term financial goals. Leveraging RBC’s global research and resources, advisors are equipped to deliver insightful, data-driven advice in complex financial scenarios.

Website: https://www.rbcwealthmanagement.com/

Key Services:

– Comprehensive financial planning
– Investment portfolio management
– Retirement and income planning
– Estate and legacy planning strategies
– Tax-advantaged investment guidance
– Wealth preservation and risk management
– Access to global research and market insights
– Charitable and philanthropic planning