Helping you grow more than wealth

Our mission

At Troy, Caiaze & Reed Wealth Planning Counselors our clients come first and our service is second to none. Our mission is to provide tailored solutions and strategic wealth planning to our clientele, both individuals and businesses. We work alongside our clients in pursuit of their goals while striving to mitigate risk in this ever-changing industry and fast-paced market environment. Through our vast industry experience and advanced knowledge sets, our team is able to provide clients with exemplary service, as we create relationships that last a lifetime.

Our pillars

Clients, culture and community are our main pillars at Troy, Caiaze & Reed Wealth Planning Counselors. Our client relationships are meaningful. Our team members are spirited and have purpose. And our ability to contribute to and serve our communities is what makes it all worthwhile.

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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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.

Meet the team

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Latest Insights

Paris in the springtime

The metamorphosis of European equities

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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