Our Goal is Your Goal:

At the Carbonell Forrey Wealth Management Group, we believe thoughtful planning is essential to ensuring that your wealth continues to work for you—so you can achieve your goals and enjoy a comfortable lifestyle in retirement.

We want to help you build, manage, protect and transition your wealth by gaining an understanding of what’s important to you. By taking the time to understand your unique goals, we’re able to develop a personalized plan to help give you peace of mind when considering your financial future, so you can focus more on the other important aspects of your life.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

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

Contact

The Carbonell Forrey Wealth Management Group

925-279-1711
carbonellforreywmg@rbc.com

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Latest Insights

London skyline

One year in: The Labour Party’s report card

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

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Disclosures

Jim Carbonell is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, GA, HI, IL, MA, MD, NC, NJ, OR, PA, SC, TX, VA, WA, WI. California Insurance License # 0E48540.

Jim Carbonell, NMLS # 1700511, and Matthew Forrey, NMLS # 1700509 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.

Matthew Forrey is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, GA, IL, MD, NC, NJ, NM, NV, OR, PA, SC, TX, WA. California Insurance License # 0E43249.

Read additional advisor disclosures.