Experience, intellectual capital and dedicated personal service to help you meet your life goals

10 Goal Wealth Management Group is a team of financial professionals committed to delivering a high level of service and advice to our family of clients and friends. Founded by Bob Parr in 2016, our team has more than 60 cumulative years of dedicated financial service to a wide-ranging group of clients across many industries. From professional athletes, to dynamic entrepreneurs, to business owners and executives, each and every client is different and unique. No one solution works for all, and 10 Goal Wealth Management Group’s mission is to help you navigate your financial path and find the financial success you define.

10 Goal Wealth Management Group was selected as our name to pay homage to the great sport of polo. As many of you know, in the highly-skilled, fast-paced sport of polo, 10 Goals is the ultimate handicap and bestowed only on the best players in the world. However, at their core, great polo players are an example of a successful bond developed between rider and horse. This type of bond translates across any partnership, team, achievement or exceptional performance. Our 10 Goal approach to wealth management is designed to unlock the full potential of your financial resources.

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2024 & 2025 as a Best-in-State Wealth Management Team.

Let's start the conversation

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Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Tax reporting document Approximate availability date
Form 1099-R January 30, 2026
Fair Market Value Statement January 30, 2026
1099 Tax Information Summary February 16, 2026
Income Summary (FYI Statement) February 27, 2026
REMIC Tax Information Summary March 16, 2026
1042-S April 1, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 1)
On or about March 16, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 2)
On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary


(tax years 2022 – 2025)
*Please note that timing is subject to change.
Monthly beginning May 2026

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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