Mills & Parnters

RBC Wealth Management is a financial services firm located in Palm Beach Gardens, FL, specializing in wealth management solutions. The firm aims to provide personalized financial strategies to help clients achieve their financial goals. With a focus on client support and tailored investment strategies, RBC Wealth Management is dedicated to fostering long-term relationships with its clients. The firm emphasizes the importance of understanding individual client needs to deliver effective financial advice and services. Generated from the website

Northern Trust Bank provides personal and commercial banking services, mortgage lending, trust and investment services. It is a part of Northern Trust Corporation, which provides investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions and individuals. It offers various products and services, such as certificates of deposit, savings accounts, check imaging, business checking, value-added checking, ATMs, individual retirement accounts, money management accounts, Internet and phone banking, lines of credit, insurance and investment services. The bank also offers loans, lockers, notary services, traveler s checks, wire transfers and night depository services. Headquartered in Chicago, Northern Trust Bank maintains a branch in Vero Beach, Fla.

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.