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 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 Insights 2023 Outlook Cover December 2022Global Insight 2023 Outlook

The expected recession from an investment perspective. Read the full economic outlook in the latest Global Insight 2023 outlook.

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

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The Carbonell Forrey Wealth Management Group

925-279-1711
carbonellforreywmg@rbc.com

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Latest Insights

Schlossbruecke bridge berlin at dawn - Global Insight 2023 Outlook Europe

Global Insight 2023 Outlook: Europe

Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.

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