Helping you grow more than wealth

Our mission

At Caiaze, Reed & Violette - 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 Caiaze, Reed & Violette - 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 Monthly cover - September 2024Harris and Trump on the issues

As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight 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.

Meet the team

Learn more about us

Latest Insights

Escalators

The Fed’s big bang rate cut

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields