Kristin Pfeiffer - RBC Wealth Management

Confidence and clarity for your life and legacy

Welcome

My mission is to provide customized wealth management solutions focused on achieving your financial goals.

Every client is different - and every client needs a financial plan and an investment portfolio that reflects their unique goals and needs. I take the time to build deep, long-lasting relationships and trust across generations, and I support my clients throughout every phase of life. I am passionate about bringing confidence and clarity to my clients' lives and legacies.

My website is designed to introduce me and my approach to wealth management, as well as share our latest market insights, research, and resources to keep you informed.

Global Insight Monthly

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Let's take the next step together

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

Meet Kristin

Learn more about me.

Latest Insights

What you can do to mitigate tax surprises every year

Professional advice is essential for complex financial situations—a tax surprise can hit at any time.

Social Media

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I was thrilled to present on Financial Wellness & Building Long Term Wealth at the Duke DC Nourish & Flourish retreat! I loved sharing our principles of successful investing along with advice on how to build confidence and clarity in your personal finances. A heartfelt thank you to the Duke DC Nourish & Flourish leadership team for organizing this event. The energy, honesty, and shared commitment to growth were truly inspiring. #DukeDC #FinancialWellness #ForeverDuke

Kristin Pfeiffer - RBC Wealth Management - Seminars & events

Curious about alternative investments? Join our "Demystifying Alternative Investments" webinar next Tuesday February 25! Alternatives provide access to investment opportunities outside of traditional stocks and bonds - but exactly what does that mean? We will discuss the different types of alternative assets (real estate, private equity, private credit, hedge funds, and more), how you can invest in alternatives, the potential benefits of including alternatives in a portfolio, and more. https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events

Personal finance courses, offered mostly as electives, are sprouting up at colleges nationwide and getting a boost from a new effort by Stanford University.

Now on the college course menu: Personal finance

I love this initiative to make personal finance education more accessible to more students. Financial literary is an essential life skill, and it is never too early or too late to learn. I am passionate about providing confidence and clarity on personal finances and wealth management. If you would like to talk through a specific question or your overall financial plan with an experienced and thoughtful sounding board, please reach out. https://www.seattletimes.com/business/now-on-the-college-course-menu-personal-finance/

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