The RBC ESOP Group

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The RBC ESOP Group Helping business owners since 1989 Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information.

The ESOP Group is an experienced team of professionals focused exclusively on the unique needs and challenges of business owners and their families. For more than 30 years we have provided advice to our clients, guiding them through major milestones in their businesses and lives. Our clients entrust us to coordinate the resources of our firm, professional network and team to tailor solutions that help fulfill their goals and preserve their legacy. Whether helping our clients build a succession plan for their company, trust and estate planning services for their family or wealth plan for their assets, our goal is to help make lifeโ€™s biggest financial decisions easier. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should...
10/09/2026

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should your financial strategy. Schedule time to review your portfolioโ€™s roster and make sure youโ€™re positioned for a winning season.

If youโ€™re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distrib...
10/08/2026

If youโ€™re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distribution(s)?

1. Paying bills
2. Vacation fund
3. Gifting to family
4. Gifting to organizations that matter to you
5. Saving it in a safe place for now

Let us know below.

If you still aren't sure, we have savings options to keep your funds protected and earning a competitive yield.

No complicated enrollment. No new platforms. Just a simple next step for funds you have already earned.

Reach out and let's talk through your options.

Before you borrow, ask RBC Wealth Management.Through October 30, 2026, promotional fixed rates as low as 5.65% with a 5....
09/28/2026

Before you borrow, ask RBC Wealth Management.

Through October 30, 2026, promotional fixed rates as low as 5.65% with a 5.73% APR may provide a strategic way to access liquidity while keeping your investment strategy intact. From major purchases to business opportunities, explore your options before making your next move.

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.
09/22/2026

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Stea...
09/16/2026

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Steady contributions. Smart planning. Long game. Thatโ€™s the formula!

๐ˆโ€™๐ ๐ฅ๐จ๐ฏ๐ž ๐ญ๐จ ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง ๐ฐ๐จ๐ซ๐ญ๐ก ๐œ๐ž๐ฅ๐ž๐›๐ซ๐š๐ญ๐ข๐ง๐ .

More American women are retiring solo than ever before and redefining financial freedom on their own terms. Angie Oโ€™Lear...
09/15/2026

More American women are retiring solo than ever before and redefining financial freedom on their own terms. Angie Oโ€™Leary provides insights on how to plan intentionally for a retirement than reflects your unique values, goals, lifestyle and legacy.

Learn more:
https://bit.ly/4dGQkWL

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every s...
09/14/2026

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every single day.

On this anniversary, we remember the courage and unity that rose in the face of unimaginable loss. Their bravery will ne...
09/11/2026

On this anniversary, we remember the courage and unity that rose in the face of unimaginable loss. Their bravery will never be forgotten.

09/10/2026

The Summer 2026 Investorโ€™s Edge newsletter is out. Whether you find your stocks have become concentrated, want to know how the One Big Beautiful Bill Act can impact your estate plan or want to better understand how your ZIP code can impact your taxes, weโ€™ve broken it down for you.

Plus, why your 30s is the best time to act on Roth conversions and five things you can do with your wealth without selling investments. Youโ€™ll get it all in this quarterโ€™s newsletter.

Happy Labor Day! The dedication you bring each day shapes not just your career but the world around you. Thank you for a...
09/07/2026

Happy Labor Day! The dedication you bring each day shapes not just your career but the world around you.

Thank you for all that you do.

Address

3550 Lenox Road Suite 1950
Atlanta, GA
30326

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