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.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
June 15, 2023
Trend & cycle roadmap
As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.