Welcome to The Friend Wealth Group

The Friend Wealth Group is committed to partnering with their clients to create, build, and protect a legacy of financial stability. By approaching their work with integrity and empathy, the members of The Friend Group form long-term advisory relationships with their clients and offer them informed, individualized financial guidance. This team believes that life’s true value is found in people and experiences, not at the bottom of a balance sheet.

Partnership

We partner with clients - individuals, families and businesses to form a long term trusted advisory relationship. Our goal is to provide wealth management advice and strategies that are tailored to your needs.

Peace of mind

We strive to provide clients financial peace of mind, delivering objective and advice designed to give clients the confidence to pursue their own dreams and passions as the transition through life's financial cycles.

Our values

We believe....

  • In living life on purpose
  • That people and family are more important than things
  • That acting with integrity is non-negotiable
  • In maintaining a servants heart
  • In enhancing and protecting our clients wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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.

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

2024 / 2025 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Disclosures

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Joseph Friend is currently registered to conduct business with residents of the following states: AL, AZ, CO, FL, GA, IL, IN, MA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI, WV.

Joseph Friend, NMLS # 1910951, and Alexander Friend, NMLS # 2505947 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Alexander Friend is currently registered to conduct business with residents of the following states: AL, AZ, CO, DE, FL, GA, IL, IN, KS, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI, WV.

Read additional advisor disclosures.