Helping you grow more than wealth

Welcome

Thank you for taking the time to visit my website. I created this site as a resource for my clients and others to learn more about me and my practice. If you are not familiar with me, please visit the "About me" page.  Please take some time to visit some links such as the "Daily Technical Analysis," "Retirement Funding Sensitivity," and more.  Enjoy your visit and please feel free to forward this webpage to any of your friends and family. Thanks. Alan Reifler

 

Value statement

I provide financial solutions to individuals, small businesses and foundations. Through a comprehensive approach to personal financial management, I focus on building independent wealth for my clients with an emphasis on investments, retirement planning, education planning, and insurance planning. I focus on maximizing use of tax-qualified accounts and offer a wide-selection of investment options that may include individual stocks, commissioned and no-load mutual funds, and various fixed-income assets. In addition, I offer permanent and term life insurance as well as fixed and variable annuities.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Celebrating a Century of Service in the Rocky Mountain Region

At RBC Wealth Management, we are proud to celebrate 100 years of service in the Rocky Mountain Region. Though our name has changed a few times since 1916, our values have remained the same—to serve our clients and community with integrity, teamwork, quality service and leadership. We thank you for your continued confidence in us.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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Disclosures

Alan Reifler is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, MA, MI, MN, MT, NC, ND, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI, WY. California Insurance License # 0G59531.

Alan Reifler, NMLS # 1871684 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.