Grant Chaney - RBC Wealth Management Financial Advisor
Why pick this one
They provide tailored wealth management services and have been recognized as a Forbes Best-In-State Wealth Management Team for multiple years.
Best for
- affluent investors seeking personalized financial strategies
- multigenerational families
- business owners
- professional athletes
Look elsewhere if
- budget-conscious clients
- those seeking quick, one-time financial advice
Specialties
- wealth management advisory services
- retirement planning
- charitable giving
- legacy planning
Certifications
- Accredited Wealth Manager (AWM)
What makes them different
- Named as a Forbes Best-In-State Wealth Management Team in 2024, 2025, and 2026
- Focused on affluent individuals and families
- Collaborates with clients’ trusted professionals including attorneys and CPAs
Distilled from this business's own website.
Contact & Location
- Address
- 3800 Glenwood Ave, Suite 400, Raleigh, NC 27612
- Phone
- 9195716279
- Website
- https://us.rbcwealthmanagement.com/mccarthyweal...
- robert.mccarthy@rbc.com
Services
- investment banking solutions
- alternative investments
- portfolio management