Company Description

RBC Wealth Management is a trusted provider of comprehensive wealth management services. As a division of RBC Capital Markets, LLC, we pride ourselves on delivering exceptional solutions to help our clients achieve their financial goals. We are a member of NYSE/FINRA/SIPC, ensuring the highest level of professionalism and adherence to industry regulations.

Located in the Christiana Building at 675 Sun Valley Rd, Suite M in Ketchum, ID, we offer a wide range of services to meet the diverse needs of our clients. Our team of experienced financial advisors is dedicated to providing personalized strategies and solutions tailored to each client's unique circumstances and aspirations.

At RBC Wealth Management, our services revolve around comprehensive wealth management. This includes investment advisory services, retirement planning, estate planning, tax optimization, charitable giving strategies, risk management, and more. With our guidance, our clients can navigate the complexities of wealth preservation, growth, and distribution.

We understand that every individual and family has different financial goals and risk tolerances. That's why we take a collaborative approach, combining our expertise with deep understanding of our clients' needs, to develop customized investment portfolios and financial plans. Our strategy involves meticulous analysis and ongoing evaluation and adjustment, ensuring our clients' portfolios align with their evolving goals and market conditions.

As part of RBC Capital Markets, LLC, one of the world's leading investment banks, we have access to extensive resources, research, and investment solutions. This empowers us to offer sophisticated investment strategies and a comprehensive suite of products, including equities, fixed income, alternatives, and more. Our clients can trust that we provide unbiased advice and access to a wide range of investment opportunities.

Whether you are an individual investor, a family, or a business owner, RBC Wealth Management is committed to helping you navigate the complexities of wealth management. Contact our office today at 208-727-6521 to schedule a consultation with one of our experienced financial advisors and start your journey towards financial success.

Products & Services

Charitable giving strategies ,   Tax optimization ,   Retirement Planning ,   Comprehensive wealth management ,   Estate Planning ,   Risk management ,   Investment advisory services