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 as a Best-in-State Wealth Management Team.

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Meet the team

The 10 Goal WMG team photo

Learn more about us

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)
On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)
On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)
Monthly, beginning May 2024

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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