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.

Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. 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

The U.S. economy is exposed and vulnerable … what’s next?

Apr 02, 2020 | Kelly Bogdanova

We explore the economic scenarios that could unfold depending on the path the virus takes and the different ways the recovery could play out in 2021.

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.