Times May Change. Commitments don’t.
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.
The White House ordered the Department of Labor (DOL) to review its fiduciary rule and the DOL has proposed a delay to the applicability date. Regardless of what happens next for the rule, we want to reassure you that RBC Wealth Management is (and always has been) committed to putting the interests of clients first as well as preserving choice regarding investments and how to pay for services. Please contact me today with any questions or to discuss your retirement goals.
The outperforming Financials sector has driven the market’s heady bull run since Trump’s election. We believe the rally has plenty left in the tank as there are a myriad of catalysts to prolong it, and investors should hold an Overweight allocation in portfolios. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
If you are not already a valued client, I invite you to experience the skill and dedication of a business built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
David R. Rhode is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, KS, KY, MI, MO, MT, NJ, NM, NV, NY, OK, SD, TX, 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.