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.

Chess pieces and globe

Global Insight Monthly:

Worlds apart: Risks and opportunities as deglobalization looms

With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.

Read GI Monthly »

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.

Latest Insights

Reading the newspaper

Reading between the lines of the stock market rally

The S&P 500’s narrow leadership has camouflaged fairly paltry returns from most of the index. How may the phenomenon impact the investing environment?

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