Creating personal wealth. Advice you can trust.

How we serve you

We provide comprehensive wealth management planning for high net-worth clients, serving individuals, trusts, and small businesses. We take a personalized approach to portfolio management, tailoring each plan to meet our clients’ specific investment goals while enhancing and protecting wealth. We are committed to providing the highest standard of service and will work alongside CPAs and estate attorneys to be certain our clients’ best interests are being met.

We employ asset allocation to select stocks, fixed-income, and managed money to help achieve our client’s financial goals. Specific needs and risk tolerance are important to us; they are carefully weighed in relation to the overall market environment and the behavior of individual investments.

Proud to work with a nationally recognized teammate

At The Carmichael Group we are very proud that financial advisor, Robert Carmichael, is a recipient of the following prestigious awards:

  • 2021 Barron's Top 1200 Advisor State by State
  • 2019, 2020, 2021, 2022, 2023 Forbes Best-In-State Wealth Advisor

It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Robert!

 

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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.

Meet the team

Learn more about The Carmichael Group.


 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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