Financial Advisors
Portland, OR
RBC Wealth Management's Portland branch is a full-service investment firm offering comprehensive financial services including portfolio management, retirement planning, estate planning, education funding, and company stock option planning. Led by Managing Director and CFP® Patrick Cummings, the branch combines RBC's global financial expertise and Wall Street reputation with personalized local service. They emphasize fiscal strength, integrity, and putting client needs first in managing and growing wealth.
Ideal for: High-net-worth individuals, business owners with equity compensation, families focused on multigenerational wealth planning, retirees seeking comprehensive portfolio management
Service area: Portland, Oregon and surrounding communities
CFP® Leadership: Managed by CFP® Patrick Cummings, a certified financial planner with senior portfolio management expertise.
Global Institutional Resources: Access to RBC's comprehensive global financial services platform and research capabilities as a leading Wall Street institution.
Comprehensive Service Suite: Offers retirement planning, estate planning, education funding, tax-exempt bonds, and company stock option planning all under one relationship.
Address: 805 SW Broadway Suite 1800, Portland, OR 97205
Phone: (503) 223-7711
Website: us.rbcwealthmanagement.com
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