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 U.S. Department of Labor (DOL) has issued its final fiduciary rule governing how investment professionals provide advice to Americans who are saving for retirement. Please review the DOL overview handout for more information, and contact me with any questions.
For investors, 2016 will be remembered for its unexpected twists and turns. As we start to close the books on a volatile year it’s time to look ahead to what awaits us in 2017. We see a number of themes on the horizon that will have meaningful portfolio implications. Read the full outlook in the RBC Wealth Management Portfolio Advisory Group’s special report, Global Insight 2017 Outlook. 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, MA, MI, MN, MO, MT, NJ, NM, NV, NY, 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.