The Sullivan Group at RBC Wealth Management

The Sullivan Group at RBC Wealth Management We focus on understanding your personal concerns, priorities, and circumstances, so that together we

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. 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 prin

cipal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according ...
06/16/2026

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

If you’ve changed jobs over the years, chances are your retirement savings are sitting in a few different places, such a...
06/04/2026

If you’ve changed jobs over the years, chances are your retirement savings are sitting in a few different places, such as an old 401(k) there, an IRA here and maybe a pension somewhere else.

Managing your retirement across multiple logins makes it hard to see the big picture. You may have more questions than answers: Are you on track to retire? What are your total fees? Are you diversified across your accounts?

RBC Total Wealth lets you securely link to external retirement accounts to see everything in one view.

Let’s make sure your hard-earned savings are working together for your future.

Still logging into multiple financial sites just to see where you stand? That can change. RBC Total Wealth lets you secu...
06/02/2026

Still logging into multiple financial sites just to see where you stand?

That can change. RBC Total Wealth lets you securely connect to thousands of financial institutions, including your external 401(k), checking and credit card accounts, so everything is in one convenient place.

Reach out today to start the discussion. I’d love to show you how this view can change your planning.

Imagine seeing all the financial pieces of your life in one place. With your accounts together, you can get a clearer pi...
05/26/2026

Imagine seeing all the financial pieces of your life in one place. With your accounts together, you can get a clearer picture of your assets and easily track your investments. DM me to learn more.

See a more clear and complete picture of your financial health with RBC Total Wealth.
05/19/2026

See a more clear and complete picture of your financial health with RBC Total Wealth.

When it comes to wealth transfer, you can leave a legacy of clarity and family harmony by taking the time to inform your...
05/08/2026

When it comes to wealth transfer, you can leave a legacy of clarity and family harmony by taking the time to inform your heirs about your wealth and its purpose.

I can help guide the conversation so that each generation feels connected and heard.

04/28/2026

Successful wealth transfer is about making sure beneficiaries understand what they may receive and how their inheritance can be used for generations to come. It’s important to be prepared well ahead of a wealth transfer.

Download our free wealth transfer guide.

2x RBC Heritage winner, Matt Fitzpatrick! Congratulations from all of
04/23/2026

2x RBC Heritage winner, Matt Fitzpatrick! Congratulations from all of

At RBC Wealth Management, we celebrate the power of rising together during our annual 2026 Women's Summit! We're bringin...
04/20/2026

At RBC Wealth Management, we celebrate the power of rising together during our annual 2026 Women's Summit! We're bringing together leaders, innovators and changemakers to elevate conversations. Thinking of our theme RISE, what are some ways you RISE to uplift others?

Spring brings a sense of new beginnings, a perfect time to reflect on what we're grateful for and what we're looking for...
04/02/2026

Spring brings a sense of new beginnings, a perfect time to reflect on what we're grateful for and what we're looking forward to.

To everyone celebrating Easter, may your day be filled with warmth, laughter and the people who mean the most.

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Canonsburg, PA
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