The Bailey Group at RBC Wealth Management

The Bailey Group at RBC Wealth Management Our purpose is to help families invest better, allocate risk, and pass wealth to future generations.

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.

04/29/2026

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

You still have time to contribute to your 2025 Roth or traditional IRA. The deadline is April 15, 2026. Take charge and ...
04/08/2026

You still have time to contribute to your 2025 Roth or traditional IRA. The deadline is April 15, 2026. Take charge and boost your financial future. Let’s talk.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/4taRmQs

If you’re 50 or older, you have the opportunity for catch-up IRA contributions. For 2025 you can contribute $8,000 and f...
03/11/2026

If you’re 50 or older, you have the opportunity for catch-up IRA contributions. For 2025 you can contribute $8,000 and for 2026 you can contribute $8,600. Contact me today.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/4swZCK6

Your IRA works best when contributions and investing go hand in hand.Let’s review your plan to evaluate if your money is...
02/11/2026

Your IRA works best when contributions and investing go hand in hand.
Let’s review your plan to evaluate if your money is positioned to grow over time.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/3OB90xn

Now is a great time to contribute to your traditional or Roth IRA. Every day counts toward securing your financial futur...
01/29/2026

Now is a great time to contribute to your traditional or Roth IRA. Every day counts toward securing your financial future.
Seize the opportunity to contribute for both 2025 and 2026. Let’s connect and make those contributions today or set up monthly payments.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/45xQjRa

01/28/2026

In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.

Addressing the unexpected and evaluating your protection strategies can help provide you with financial confidence as yo...
01/12/2026

Addressing the unexpected and evaluating your protection strategies can help provide you with financial confidence as you start a new year.

Regardless of your stage in life, let’s connect to review your plan.

The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including you...
01/05/2026

The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions.

Getting a year-end bonus or looking to consolidate your cash? A new high-yield savings solution from RBC Wealth Manageme...
12/24/2025

Getting a year-end bonus or looking to consolidate your cash? A new high-yield savings solution from RBC Wealth Management may help meet your wealth goals.

Let’s connect to discuss how RBC Premium Savings may fit into your overall financial strategy.
https://bit.ly/45dgADY

12/17/2025

Now is an ideal time to consider year-end strategies that may benefit you and to plan for the year ahead. This year-end checklist can help with your planning. Let me know if I can help you explore personalized solutions.

Address

6700 E. Pacific Coast Highway Suite 280
Long Beach, CA
90803

Opening Hours

Monday 6:30am - 3pm
Tuesday 6:30am - 3pm
Wednesday 6:30am - 3pm
Thursday 6:30am - 3pm
Friday 6:30am - 3pm

Telephone

+15627997574

Website

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