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.


#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

Strength you can trust

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

  • Moody’s Aa22 and A23/stable4
  • Standard & Poor’s AA-2 and A3/stable4
  • Fitch Ratings AA+2 and AA3/negative4

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

Proud to work with nationally recognized teammates

At the Coast to Coast Financial Advisors, we are very proud that Financial Advisors, Vance Falbaum and Aaron Crowley have received prestigious industry awards. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, Vance and Aaron!

  • Vance Falbaum - 2019 Forbes/SHOOK Best-In-State Wealth Advisor list
  • Aaron Crowley - 2017, 2018, 2019 Forbes/SHOOK Next Generation Wealth Advisor

 

Richard Schaefer receives RBC Global Citizen Award

Richard Schaefer has been named a recipient of the 2017 RBC Global Citizen Award. Learn more about the honor.

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.


 

A U-turn for the auto sector?

It wasn’t that long ago that the auto sector was on an open road to the car of the future. But will the gauntlet of potholes left by COVID-19 cause the sector to swerve? Where is the auto sector going from here, and what does that mean for the prospects for autonomous and electric vehicles?
Read the full economic outlook in the latest edition of Global Insight.

 

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.