Sugar Land

RBC Wealth Management's Sugar Land branch is a financial advisory office offering retirement plan rollovers, retirement income planning, portfolio management, estate planning, education funding, company stock option planning, and tax-exempt municipal bonds. The firm presents itself as a full-service investment firm backed by the resources of a larger global financial institution.

Clients can contact the branch by phone or through its contact form to set up a meeting about their portfolio or an investment approach. The branch is at Town Square Place in Sugar Land. The firm notes that it does not provide tax or legal advice, so clients are referred to their own tax or legal advisors for those questions.