David R. Rhode - RBC Wealth Management - Greenwood Village, CO
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David R. Rhode - Greenwood Village, CO
David R. Rhode 
Vice President - Financial Advisor
Consulting Group
5251 DTC Pkwy.
Suite 1200

Greenwood Village, CO 80111
Map & Directions

Phone: (303) 488-3645
Toll Free: (800) 365-3246
Fax: (303) 488-3636

Personal Relationships. Global Resources.

Tax Document Mailing Dates

With the new year upon us and thoughts turning toward tax season, you may be wondering when to expect your tax documents. Take a look at the chart below for an estimated mailing date, and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2014.

 

Tax Reporting DocumentEstimated Mailing Date
1099-R January 31, 2014
Fair Market Value Statements January 31, 2014
1099 Tax Information Summary February 18, 2014
Income Summary (FYI Statement) February 25, 2014
REMIC Tax Information Summary March 17, 2014
1042-S March 17, 2014
Revised Tax Information Summary (1099) March 18, 2014
5498 June 2, 2014

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.


Value Statement

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.



Financial Markets Commentary: Dollar Awakening

The return to higher, conventional interest rates should be the biggest game changer in years for bonds, stocks, and currencies. The greenback seems like it’s already embarking on a multi-year period of outperformance. Read the full financial markets commentary, as well as asset-class views and key forecasts, in the latest edition of Global Insight.


Become a Client                                        
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.

Contact Me


David R. Rhode is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, KS, KY, MD, MI, MN, MO, MT, NJ, NM, NY, OH, 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.


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