A conversation with Mark, Geoff, and Yale

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    Creating your wealth experience

    Our story

    As a multigenerational wealth management team, we develop customized strategies that help our clients solve their most complex financial matters. Whether your concerns are planning for retirement, education funding or legacy planning, our team is prepared to provide the solutions that can inspire confidence in your wealth strategy. With more than 150 years of combined industry experience, we are poised to be our clients’ most trusted advisor and advocate in many areas of their wealth. We invite you to experience how we can make a difference in your personal, family’s or business’s financial future.

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    Market review and outlook

    Jan 22, 2025 12:00 PM Eastern Standard Time - Jan 22, 2025 01:00 PM Eastern Standard Time
    Location To Be Determined

    Join us for a market outlook discussion that will include key investment themes and the opportunities we see ahead.

    Meet our team

    Atlantic Investment Group

    Learn more about Atlantic Investment Group.

    Let's start the conversation

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

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    Disclosures

    Mark Dyer is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MS, MT, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WV, WY. California Insurance License # 0I49134 .

    Geoff Brent, NMLS # 1642748, and Yale Hoffberg, NMLS # 1759029 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.

    Geoff Brent is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MS, MT, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WV, WY. Arkansas Insurance License #6815816.

    Yale Hoffberg is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MS, MT, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WV, WY. Arkansas Insurance License #18586093. California Insurance License # 4044025.

    Read additional advisor disclosures.