Clear Sailing Wealth Group

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

First name *

Last name *

Email *

Phone *

Street *

City *

State *

Zip *

Comments or questions

*Required fields

Latest Insights

Older couple sitting with their daughter in their living room looking at accounts on a tablet and discussing finances.

The Great Wealth Transfer and its impact on philanthropy

Sep 19, 2025 | RBC Wealth Management

By involving heirs in philanthropic decisions today, families can create a clear path for continuing their charitable legacy.

Fed rate cut buys U.S. time, but no quick fix to debt

Sep 18, 2025 | Atul Bhatia, CFA

One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.

Multi-generational family walking on boardwalk

Four ways to use life insurance in your wealth planning

Sep 17, 2025 | RBC Wealth Management

Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.

Contact us

Meet the team

Contact

Latest Insights

The Great Wealth Transfer and its impact on philanthropy

Fed rate cut buys U.S. time, but no quick fix to debt

Four ways to use life insurance in your wealth planning