RBC Wealth Management is a division of RBC Capital Markets, LLC and part of the Royal Bank of Canada, providing comprehensive wealth management and financial planning services tailored to individuals, families, and businesses. With deep roots in the financial services industry, RBC Wealth Management delivers personalized strategies to help clients manage, preserve, and grow their wealth across generations. The Southampton, NY branch offers clients access to experienced financial advisors who focus on holistic and tax-efficient planning.

RBC distinguishes itself through a combination of global strength and personalized local service. Their team of advisors takes a client-centric approach, offering tailored investment solutions, retirement strategies, estate planning, and trust services. Committed to building long-term relationships, RBC Wealth Management emphasizes transparency, integrity, and a deep understanding of client goals. With access to global markets and research resources backed by a highly reputable parent organization, the firm is well-positioned to serve high-net-worth individuals and business owners.

RBC Wealth Management is also known for its support of community initiatives and philanthropic efforts, aligning investment approaches with client values when desired, including socially responsible and impact investing.

Website: http://www.rbcwm-usa.com/

Key Services:

– Personalized financial and retirement planning
– Investment portfolio management
– Estate and legacy planning
– Tax-efficient strategies
– Trust and fiduciary services
– Wealth transfer and succession planning
– Charitable giving guidance
– Business owner financial consulting