Schaefer Present Corte Mance Investment Group

As a diverse wealth management team, we develop sound strategies that provide a wide range of customized financial solutions. We design each wealth management plan by bringing together sophisticated wealth planning tools with our team's over 100 years investment counsel experience. Our goal is to be our clients most trusted advisor and ultimate resource for their personal, family and business needs.

We invite you to become our client, become our friend and experience how we can make a difference in your financial future.

To learn more about our highly collaborative team read our team brochure. To gain insight into our  process, visit our working with you page. And finally, we encourage you to explore the wealth of information found on the market commentary page.

Proud to be named an award winning team

Our team is proud to announce we have been named a Forbes Best-In-State Wealth Management Team in 2024.

2024 Market Outlook

It was an honor to welcome Kelly Bogdanova to Tucson for our year end thought leadership program. It was an insightful and engaging presentation outlining the 2024 Market Outlook.

Supporting Our Community

The staff and financial advisors of RBC Wealth Management’s Tucson office donated over $39,000 to local non-profit IMPACT of Southern Arizona as part of RBC’s Fighting Hunger Month initiative.

Over the past six years, the Tucson branch has given over $150,000 to local charities fighting food insecurity.

In addition to the monetary donation, RBC Wealth Management employees collected food and clothing to help supply monthly IMPACT bags that support families in need and seniors. They also packed, organized and labeled the bags, which are delivered to 740 Tucson-area households each month.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized 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.

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Today’s teens and young adults face tough financial challenges. That’s why RBC Wealth Management has partnered with EVERFI®️ and is offering FREE educational workshops tailored for students. Reach out to me for more financial education resources for your children and grandchildren.

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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Meet our team

Learn more about our highly collaborative team.

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Latest Insights

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Debunking debt disaster

Oct 03, 2024 | Atul Bhatia, CFA

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

Read more
solo climber on mountain peak

The price of Fed rate cut success is steep, but not too steep

Oct 03, 2024 | Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

Read more

Contact

Schaefer Present Corte Mance Investment Group

520-615-4324
spcm@rbc.com