The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Contact us today to discuss which option may be right for you.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.
Learn more about The Edgell - Fritzsche Team
December 9, 2019
November 4, 2017
Safeguarding Assets for the Elderly
October 30, 2017
Social Security: At a glance
October 6, 2017
The Benefit of a Primary Advisor Relationship
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, contact us.