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.


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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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

Mountain reflection in water

Water: A key investable theme of 2024

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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2023 / 2024 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.

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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