SRI Wealth Management Group - RBC Wealth Management - San Francisco, CA
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SRI Wealth Management Group - San Francisco, CA
SRI Wealth Management Group
Thomas Van Dyck, CIMA®
Senior Vice President - Financial Advisor,
Senior Consulting Group
Catherine Chen, AWM, CIMA®
Senior Vice President - Financial Advisor,
Senior Consulting Group
Maryann Simpson, AWM
First Vice President - Financial Advisor,
Senior Consulting Group
Joshua Levine
Vice President - Financial Advisor,
Consulting Group
Keo Chao
Investment Associate
Amberjae Freeman
Social Investment Analyst
345 California Street
San Francisco, CA 94104
Map & Directions

Phone: (415) 445-8310
Toll Free: (973) 410-3438
Fax: (415) 445-8313

There’s Wealth in Our Approach.™

J.D. Power & Associates Ranks RBC Wealth Management Highest in Investor Satisfaction

Trophy.JPGWe 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.


SRI Wealth Management Group featured in Registered Representative Magazine

We are proud to announce that SRI Wealth Management Group was recently featured in Registered Representative magazine. Read the full article here.

Barron’s Profiles CEO John Taft and his “Lasting Legacy” in the Industry

John Taft, CEO of RBC Wealth Management – U.S., was recently profiled in Barron’s Penta Special Report for Wealthy Investors. The article, titled “Lasting Legacy,” highlights RBC’s strength through the financial crisis, Taft’s commitment to investing in technology, and his contributions to the industry as chairman of the Securities Industry and Financial Markets Association (SIFMA).  Read the Barron’s Article



SRI Wealth Management Value Statement
Since 1983, we have offered comprehensive investment strategies for sophisticated investors committed to social change. Today, our team of eight investment professionals consults on over $1 billion in assets and is one of the leading investment consulting groups in the country exclusively focused on social and environmental investing. Our diverse backgrounds in finance, philanthropy and advocacy help us provide a unique investment experience. We provide a team approach to each client that ensures our ability to provide personalized, customized advice throughout the investment experience.


Financial Times Award.jpg
Tom Van Dyck has been named
 as a Financial Times Top 400
U.S. Advisor for 2013.


Let's Take the Next Step Together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.


Contact Us


Thomas Van Dyck is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, DE, FL, GA, HI, KS, LA, MA, MD, ME, MN, MT, NC, NE, NJ, NM, NY, OH, OR, PA, TN, TX, UT, VA, WA

Catherine Chen is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, DE, HI, KS, MA, MD, NE, NY, OH, OR, TX, WA

Maryann Simpson is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, HI, KS, LA, MA, MD, MN, NC, NJ, NM, NY, OH, RI, TX, WA

Joshua Levine is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, DE, HI, MA, MD, MI, NC, NJ, NY, OR, TX, VA, VT, WA

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.


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