Let us help you grow more than wealth


Value statement

We provide customized services to a wide range of individuals and businesses. Committed to helping you pursue your goals, we thoroughly explore your objectives and preferences, paying specific attention to risk tolerance, time horizon and performance expectations. With this information, we help develop wealth management plans that are tailored to address your specific asset and liability needs and goals.

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2019 Art Basel

Dec 04, 2019 03:00 PM - Dec 06, 2019 12:00 AM Eastern Standard Time
RBC Miami, FL ,

Please join Richard Fitzburgh and Sam McGuire for Art Basel 2019 in Miami, Florida between December 4 – 6, 2019.

We’ve included a preliminary schedule of events and will provide a finalized agenda as we draw closer to the event date.

Please reply with your RSVP . We hope you can join us.  Thank you!


FM Investment Group - 2019 Annual Investment Conference

Jun 12, 2019 10:00 AM - 07:30 PM Eastern Daylight Time
1 West 54th Street The University Club of New York New York, NY , 10019

Please join Richard Fitzburgh and Sam McGuire for the Annual Investment Conference at the University Club (1 West 54th Street) on Wednesday, June 12, 2019 from 10 am -5:00pm with a cocktail reception to follow at 5:00pm. The dress code is the following : men must wear jacket and tie and women must wear professional attire.

A finalized agenda with a list of speakers will be provided in the upcoming weeks. Please reply with your RSVP. We hope you can join us. Thank you!
Please view here for the original event invitation.


Proud to Be a National Award-Winning Advisor

At FM Investment Group, we are incredibly proud that Financial Advisor, Richard Fitzburgh, is a recipient of the following prestigious awards:

  • 2019 Forbes/SHOOK Best-In-State Wealth Advisor
  • 2017 Financial Times Top 400 Financial Advisors

 

Richard Fitzburgh featured in The CEO Forum

The FM Investment Group is proud to share with you an interview with Richard Fitzburgh that appeared in the October 2018 edition of The CEO Forum magazine.

Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.

 

Not all lessons happen in the classroom

It’s not always easy to talk about your finances, especially with your children. But knowing how to manage their money wisely is a critical skill for their futures—and one often not taught at school. We can offer you smart tips and strategies for how to make sure your children learn the skills they need to manage their money wisely. Contact us today to learn how to give your children a head start on financial success.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


Safeguarding Assets for the Elderly

Safeguarding Assets for the Elderly
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Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

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