The best returns are more than financial

Carillon Consulting Group

Thank you for taking the time to visit our website! Our website has been designed to introduce you to Carillon Consulting Group and our wealth management practice, while providing useful tools and resources that will allow you to become more comfortable with your wealth management plan in a complex and ever changing investment world. Our mission at Carillon Consulting Group is simple: To provide every client with valuable advice and outstanding service in a personal and unparalleled way.

We encourage you to explore this website and contact us to discuss whether our disciplined wealth management process is right for you, your family, foundation, endowment or small business. We have expertise in wealth management strategy and planning, investment management & analysis, and fiduciary practices. Further, we are happy to provide references upon request and will allow you to talk with any of our existing clients while performing your due diligence.

Learn more about our team. To gain insight into our wealth management planning approach,view Our approach. And finally, we encourage you to explore the wealth of information found on the Market commentary page. If you can’t find what you need, please email or contact us directly.

We hope that this website will make your Favorites folder and you will visit often!

Value statement

The Carillon Consulting Group serves high Net-worth individuals and their families, endowments, and foundations by designing and implementing wealth management strategies to help accumulate, protect and transfer wealth. Our team is committed to working closely with you to offer goal-driven solutions designed to help you realize your wealth planning goals and objectives..

To get more information about how Carillon Consulting Group can serve your particular needs, please view our brochure.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Let's take the next step together

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

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Latest Insights

Coronavirus contagion: Implications for the economy and stock market

Feb 24, 2020 | Kelly Bogdanova

Volatility has spiked as the coronavirus outbreak expands outside of China. We look at the potential economic impact and the risks to U.S. equities.

Categories: Analysis

Read more

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.