Helping you grow more than wealth

How I work for you

Your financial advisor should be someone who keeps you focused on a well-designed investment strategy, not someone who merely sells you investment products. Investing should be done with a plan and purpose. Financial success should be measured by whether or not you are meeting the goals for which you are investing. Every person has a unique financial situation, and your financial advisor should be someone who successfully helped others in similar situations achieve their goals. You don’t want a doctor prescribing a new and completely unique treatment plan for your ailment. You want to know they have experience with your situation and have successfully treated many in the same boat.

My beliefs as a financial advisor:

  • Every investment portfolio is managed according to a well-crafted financial plan. Anything less is nothing more than speculation.
  • The only true way to mitigate risk is to diversify, but I believe that overdiversification can dilute portfolio returns.
  • Emotional behavior is one of the most contributing factors to poor portfolio returns. It is important to stick to a process of investing over time, and prevent daily noise from deviating you from your plan.
  • Sometimes telling my clients what NOT to do is just as important as telling them what to do.
  • Make your financial advisor the central person in your financial life, so they can provide solutions for risk management, investment management, financial planning, estate planning services, tax considerations and retirement planning.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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.

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

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Disclosures

Carey Groethe is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MN, MT, NC, ND, NJ, NV, OH, SD, TN, TX, UT, WA, WI, WV.

Carey Groethe, NMLS # 1901891 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.

Read additional advisor disclosures.