Helping you achieve financial success!


Welcome to the Elbert Holstad Group!

First and foremost, we listen to our client’s financial needs and expectations. With this understanding, we evaluate their overall risk tolerance and financial knowledge. Once we have this information, we are able to create a comprehensive Wealth Management plan that not only includes investment recommendations, but education that ultimately benefits our long-term relationship. At the heart of the entire process, we strive to provide customer service that is beyond our client’s expectations.

 

Women and Wealth Transfer Report

Did you know that despite women playing a critical role in managing and transferring family wealth only 22% of women have a full wealth-transfer plan in place? At RBC Wealth Management, we recently took an in-depth look at 1,752 high net worth women to examine how they build their financial knowledge, manage their inheritance, prepare their financial affairs, and transfer their wealth to the next generation. Download our Women and Wealth Transfer Report to learn more.

As the Brexit clock ticks down, what now?

As the countdown to Brexit ticks ever louder, what’s going on and how should investors approach this uncertain and volatile environment? Read the full economic outlook in the latest edition of Global Insight.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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