RBC Wealth Management – New York Metro is a division of RBC, one of North America’s largest and most respected financial institutions. Specializing in delivering personalized wealth management solutions, the branch serves high-net-worth individuals, families, and businesses in the greater New York area. Their comprehensive approach combines investment management, financial and retirement planning, trust and estate services, and wealth transfer strategies to help clients achieve their short- and long-term financial goals.

What sets RBC Wealth Management apart is its client-centric model, emphasizing relationship-building and customized strategies tailored to each client’s unique financial situation. Their financial advisors leverage global resources while providing local expertise and personalized support. The New York Metro branch also embraces a strong philanthropic culture, actively supporting community engagement and charitable initiatives throughout the city.

Part of a global financial leader, RBC Wealth Management benefits from deep research capabilities, innovative technology platforms, and a long-standing reputation for stability and trust. The firm’s advisors often work closely with tax professionals and attorneys to provide truly holistic wealth solutions.

Website: https://us.rbcwealthmanagement.com/nyc?utm_source=GMB&utm_medium=Yext

Key Services:

– Comprehensive financial planning
– Investment portfolio management
– Retirement income strategies
– Estate and legacy planning
– Trust services
– Wealth transfer and gifting strategies
– Business owner financial planning
– Insurance and risk management solutions
– Charitable giving and philanthropic planning