Let us help you grow more than wealth

Mission statement

To be our client’s most trusted advisor and comprehensive resource that transcends investing and encompasses their goals - for their lifetime and for generations to come.

Coast to Coast Financial Advisors go beyond investment performance. We help our high-net worth clients, their families, institutions and organizations (both for profit and not-for-profit) achieve their definition of financial success. We accomplish this by providing the four essential building blocks of wealth management:
  We thoughtfully advise and expertly manage with proficiency over $800 million in assets for our valued clients living coast to coast.

Wealth Management encompasses an array of financial wants and needs. Rather than trying to make sense of advice from a series of professionals, high net worth individuals benefit most from a holistic approach in which an advisory team coordinates all the services needed to bring together a wealth management plan for their own and their family's current and future needs.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families comprehensive strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

Sister Jose Women's Center clothing drive

In conjunction with the RBC Women's Summit, the Tucson office held a clothing & essentials drive benefiting Sister Jose Women's Center, whose mission is to care and nurture homeless women in our community. The donations included clothing, shoes, hygiene items, and a check for $13,100.00.

Supporting our community

The Tucson office of RBC Wealth Management is proud to support the Fighting Hunger Month campaign by presenting a check for $53,343.00 & over 500 lbs. of food to the Community Food Bank of Southern Arizona.

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Let's take the next step together

Thank you for visiting our new website; we hope you found the information useful and informative. We welcome you to experience the Coast to Coast Financial Advisors difference yourself. Please give us a call or email us so we may talk further.

Meet our team

Learn more about The Coast to Coast Financial Advisors.

 

Bulletin board

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

Social Media

See footer below for group’s social profiles >

Did you know this about money management? If you want to take advantage of the rapid growth of artificial intelligence and invest in AI technology, we can help. Contact me to learn more.

Across RBC, we share our concern for the communities impacted by the earthquake in Morocco and the floods in Libya. RBC has made a donation to the Canadian Red Cross Red Crescent appeals to provide immediate relief and ongoing resilience in these countries.

Over 90% of Executives Plan to Increase Spending on ESG Data this Year: Bloomberg - ESG Today

More than 90% of executives are expecting to meaningfully increase their spending this year on ESG data, with the vast majority believing that ESG data investment is required to keep pace with competitors or to develop a competitive advantage.

Read More