Our why

Our passion is to help our clients live a life of impact.

We take pride in our ability to provide clarity, which helps our clients feel more secure, take intentional action and make decisions that are important to who they are.

We live and operate our business intentionally, and by embracing our passion, we help our clients live a life of purpose and impact.

What we believe

Our mission is to help you live a life of intent; focused on the things most important to you. We have developed 10 guiding principles to structure our unique approach to wealth management:

Purpose-driven planning

Every financial strategy and recommendation are rooted in the client's life goals and values. The team seeks to understand what clients want their wealth to accomplish and tailors plans to help achieve these outcomes.

Holistic focus

Understand wealth management is not just about investments but encompasses many aspects of the client's financial life, including legacy planning, tax considerations, insurance, philanthropy, and lifestyle management.

Transparency

Maintain open and honest communication about fees, investment strategies, and wealth planning. Transparency builds trust and ensures that clients fully understand how their wealth is being managed.

Client education

Empowers clients by providing them with the knowledge and resources needed to help understand their financial situation and the decisions being made on their behalf.

Personalized solutions

Recognize each client's situation is unique and requires a personalized approach to wealth management. Avoids one-size-fits-all solutions and instead crafts personalized strategies that align with individual goals and circumstances.

Collaboration

Work closely with clients, as well as their other professional advisors (such as attorneys and accountants), to provide a coordinated approach to managing wealth. This team-based approach ensures that all aspects of the client's financial life are aligned.

Proactive approach 

Stay ahead of potential challenges and opportunities, from new rule changes to market shifts, ensuring clients' wealth plans remain relevant and robust. Seek advanced education and designation aimed at preparedness to assist clients with advanced & complex solutions. 

Innovation

Continuously seeks out new and better ways to serve clients, whether through technological advancements, emerging investment opportunities, or novel financial planning methodologies.

Integrity

Always place the client's interests first, upholding the highest ethical standards in every decision and action. This commitment to integrity is the foundation of the client-advisor relationship.

Long-term perspective

Focuses on long-term success rather than short-term gains. This principle guides investment strategies, wealth planning, and the overall approach to wealth management, helping position clients to achieve their objectives over time.

Guided by these principles, we strive to not just manage wealth, but also enrich clients' lives. By focusing on living a life of intent, we help clients use their wealth in ways that reflect their values, achieve their goals, and make an impact.

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.

The 2022 AdvisorHub "Advisors to Watch" award was announced September 2022. Data as of 12/31/2020 and 12/31/2021 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor's future performance.

Cash Freeman is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY.

Cash Freeman, NMLS # 1795625 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.

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Who we are

We provide a holistic approach to wealth management, as we work with clients to address their Total Wealth, extending far beyond just their finances.

Whether you are accumulating, enjoying or seeking to protect and transfer your wealth, our team will be by your side through all stages of your Total Wealth journey.

To us, it is more than just business, and we seek to make a positive and lasting impact in the lives of our clients.