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RB Wealth Management | Available Services

Check out the background of investment professionals associated with this site on FINRA's BrokerCheck.

Making a sound financial plan today can help ensure a brighter tomorrow.

We're here to help you create a personalized strategy based on your lifestyle, values and goals. Using our five-step process, we take the time to understand your individual goals, educate you on available options and work with you to find fitting financial solutions.

As a registered member of the LPL Financial Network, we have access to a multitude of programs and products, allowing you to work toward your financial and business goals.

Life Insurance

Investment Planning

Gifting Options

Retirement Planning

Estate Planning



Your Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Bank and RB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using RB Wealth Management, and may also be employees of Royal Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of,  Royal Bank or RB Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not insured by FDIC or any other government agency

Not bank guaranteed

Not bank deposits or obligations

May lose value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IA, IL, NY, TX, WA, WI. 

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