In these challenging times, it would not surprise you to learn this question is one we commonly hear.
In light of this, we have structured our business to help our clients obtain a perspective of where they are and construct a sound plan that strives to achieve the answer “yes."
52 North Wealth Group aspires for our clients to refer to us as their trusted advisors. While there are many do-it-yourself avenues for pursuing financial independence, we believe a trusted advisor can make a critical difference in achieving one’s goals.
We utilize a value-driven approach to investing which is rooted in our belief that wealth is best created over time. Our client portfolios are invested exclusively on an individualized basis and tailored to each client’s specific investment goals. We analyze each investor’s current situation, risk tolerance, and future needs to develop a strategy to meet their goals.
Our investment practices are influenced by what we have learned over forty years managing individual client portfolios:
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
June 15, 2023
Trend & cycle roadmap
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.
