Retirement Plan Rollovers
Consolidate legacy 401(k), 403(b) and pension balances into a coordinated IRA strategy — with tax-aware positioning and beneficiary alignment reviewed annually.
$750 – $2,500
one-time setup
Chevy Chase · Maryland · Est. 5425 Wisconsin Ave
Grow more than wealth.
130+
Years of Wealth Stewardship
$1.4T
Assets Under Administration
5★
Senior Advisors On Site
A branch built on responsibility, not just returns.
Our Chevy Chase team brings the full depth of a global financial services leader to a single, focused office on Wisconsin Avenue — combining institutional-grade capabilities with the personal attention of a local fiduciary partner.
Our first priority will always be the smart and careful management of the wealth entrusted to us — but our commitment to responsible stewardship extends well beyond that.Warren Bischoff Senior Managing Director · Complex Director
100%
Client objectives first — no proprietary product quotas.
12+
Specialized service lines under one roof on Wisconsin Ave.
MD
Licensed to serve clients across the D.C. metro and beyond.
Fiscal Strength
A foundation built on sound decisions.
With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, RBC is deeply committed to the careful management of the wealth entrusted to it. That institutional discipline shapes every recommendation our branch delivers.
Comprehensive Capabilities
Everything under one roof.
- Discretionary & advisory portfolio management
- Retirement income & 401(k) rollover strategy
- Estate planning & multi-generational transfers
- Tax-exempt municipal bond portfolios
- Company stock option & equity comp planning
Services & indicative pricing.
Transparent, fee-based planning for individuals, families and business owners in Chevy Chase and the greater Washington D.C. metro. Indicative ranges below — final terms are confirmed in your written engagement letter.
Retirement Income Planning
Engineer a sustainable withdrawal sequence across taxable, tax-deferred and Roth buckets — designed to last through a 30-year horizon with stress-tested scenarios.
$1,500 – $4,000
annual plan
Portfolio Management
Discretionary and advisory management of diversified portfolios spanning equities, fixed income, alternatives and structured notes — built around your risk tolerance and tax profile.
0.75% – 1.25%
of AUM / year
Estate Planning Services
Coordinate trusts, gifting strategies and beneficiary designations with your attorney and CPA — minimizing friction across generations and aligning distributions with your intent.
$2,500 – $7,500
strategy & coordination
Education Funding
529 plan design, Coverdell ESA coordination and multi-beneficiary strategies — including legacy 529-to-Roth transfers under the SECURE 2.0 framework.
$500 – $1,800
setup & funding plan
Company Stock Option Planning
ISO / NSO exercise timing, AMT modeling, 83(b) elections and concentrated-position diversification for executives and founders at D.C.-area public and pre-IPO firms.
$1,200 – $3,500
analysis & grant calendar
Tax-Exempt Municipal Bond Portfolios
Custom laddered portfolios of investment-grade municipal bonds — federal and often Maryland-state tax-exempt — engineered for predictable income, capital preservation and duration matching against your liabilities.
0.40% – 0.85%
of AUM / year
Comprehensive Financial Plan
Our flagship engagement — a written plan covering cash flow, insurance gaps, retirement projections, estate considerations, tax efficiency and education funding. Includes two review sessions per year.
$3,500 – $9,500
initial plan · annual renewal available
RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information provided by RBC WM should be construed as legal, accounting or tax advice. Indicative pricing is for planning purposes only and is not a binding quote.
The RBC Difference
Why our branch
We're proud to stand out — because it means we're serving clients well.
As one of the most respected financial institutions on Wall Street, the elements that have made RBC an industry leader are the very things we believe make us the right fit for you. We invite you to experience the RBC difference for yourself.
01
Fiscal Strength & Responsibility
A long-standing reputation for integrity built on sound financial decision-making and putting client needs first — every time.
02
Comprehensive Capabilities
The broad resources and depth of expertise of a global leader — applied to help you build, preserve, enjoy and share your wealth.
03
Responsible Stewardship
Our commitment extends beyond portfolios — to our clients, our Chevy Chase community, our employees, and the environment.
Meet the Chevy Chase team.
Five tenured professionals operating from Suite 301 on Wisconsin Avenue — each bringing a distinct specialty to your plan.
WB
Warren Bischoff
Senior Managing Director · Complex Director
UP
Ursha Pinkney
Senior Client Associate
JO
John Oliverio
Associate Vice President · Complex Operations Manager
SS
Suzanne Sweeney
Vice President · Manager, Complex Relationship
LS
Louis Sitnik
Vice President · Complex Assistant Manager
Official Partner of Major League Soccer
RBC Wealth Management is proud to be an official partner of MLS in the United States — raising our scarves alongside the beautiful game.
Take the next step
Let's talk about what's next.
Whether you're a current client who'd like to review your portfolio, a prospective client who'd like to learn more about our approach, or an advisor interested in joining an industry leader — we want to hear from you. Use the form to request an introductory meeting at our Chevy Chase office.
Branch Office
5425 Wisconsin Ave., Suite 301
Chevy Chase, MD 20815
Chevy Chase, MD 20815
Email
Phone
Available on request — book below