Welcome to My Website
RBC Wealth Management is a world-class investment firm that first and foremost is committed to the proper stewardship of our client's wealth planning and investment needs. You can be assured that I serve my clients with the same commitment and attention to detail in helping them achieve their financial goals.
My vision is to help provide financial security and peace of mind to those individuals, families, business owners and institutions that entrust their wealth management planning and investment needs to RBC Wealth Management and to my business practice. My mission is to provide the highest quality financial advice and service possible, and I accomplish this by serving the best interests of my clients only and building relationships based on honesty, sincerity and trust. As a result of my business philosophy and consulting approach, my clients find value in the customized solutions I create in managing their wealth because these solutions address their current financial needs and also help them achieve their long-term goals. Additionally, I am committed to providing the highest level of personalized service and ongoing advice to my clients.
Understanding the American Taxpayer Relief Act of 2012
In a last-minute cliff-hanger, the Congress came together on New Year’s Day to pass the American Taxpayer Relief Act of 2012. For most taxpayers, the Act extends the Bush-era tax cuts scheduled to expire at the end of 2012. Plus it reinstates certain beneficial provisions that had previously expired in 2011. Check out our Understanding the American Taxpayer Relief Act of 2012 fact sheet to learn more about this legislation and how it may affect you.
J.D. Power & Associates Ranks RBC Wealth Management Highest in Investor Satisfaction
We are proud to share that RBC Wealth Management was ranked "Highest in Investor Satisfaction With Full Service Brokerage Firms” in the J.D. Power & Associates 2013 Full Service Investor Satisfaction StudySM. We believe this honor reflects our steadfast commitment to always putting clients’ interests first.
View press release.
Let's Take the Next Step Together
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
David R. Rhode is currently registered to conduct business with residents of the following states:
AZ, CA, CO, FL, IA, IL, IN, KS, KY, MD, MI, MN, MO, MT, NJ, NM, NY, OH, OK, SD, TX, UT, VT, WA, WY
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.