Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact us today to learn more about our customizable solutions designed to help you strengthen your financial security.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

For more than a century, RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions. As a global organization, RBC Wealth Management brings diverse expertise and deep knowledge to the sophisticated financial needs of clients around the world.

What you can expect

RBC Wealth Management is committed to earning clients’ trust by building lasting relationships and confidence, putting your interests first. The experience is as much about helping you fulfill your sense of purpose through your wealth as it is about achieving your financial objectives.

Every interaction is defined through deeply instilled core values and a culture of being forward-looking, innovative and committed helping clients thrive and communities prosper. 

A wealth of client solutions

RBC Wealth Management offers solutions to help integrate all your interests—family, business, lifestyle and philanthropy—including thousands of investment products, including many local, regional and international investment opportunities that may not be available from other firms.

Learn more about the RBC Wealth Management approach.

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.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Meet the team

Learn more about us 

David Callot headshot

David Callot, CPFA®

Managing Director - Financial Advisor, Portfolio Director Group

201-634-8060
Jon Schulz headshot

Jon Schulz, CRPC®

Senior Investment Associate

201-634-8061
Chris Braun headshot

Chris Braun

Financial Advisor

201-634-8064
Email |
Evan Levitsky headshot

Evan Levitsky, CRPC®

Senior Financial Associate

201-634-8063
Trish Kramer headshot

Trish Kramer

Senior Client Associate

201-634-8062
Disclosures

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

David Callot is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV.

David Callot, NMLS # 578945 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Chris Braun is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV.