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

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in 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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