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 Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. 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.

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The Carbonell Forrey Wealth Management Group

925-279-1711
carbonellforreywmg@rbc.com

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Latest Insights

Cars in fog

The Fed raises the bar for lower rates

Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

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