Proud to work with a nationally recognized teammate

At Turner Wealth Management Group, we are very proud that Financial Advisor Kirstin Turner was named a Forbes Top Women Wealth Advisor Best-In-State in 2023 and 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Kirstin!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Dedicated to earning your trust

Turner Wealth Management Group is a group of proven investment professionals who are dedicated to providing customized wealth management solutions to individuals, families, small businesses, corporations and foundations. Our mission is to advise, guide and motivate clients to implement strategies that will help simplify their lives, as well as grow and preserve capital.

Wealth management approach

Our highly experienced team works with you to develop strategies and recommend personalized solutions designed to help you accumulate, protect, and transfer your wealth. Our approach is flexible, accommodates your unique situation and includes:

  • Understanding your financial objectives
  • Gathering your current financial information
  • Developing smart, time-tested strategies
  • Implementing thoughtful and creative solutions
  • Providing timely, ongoing service and reviews

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

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Contact

Turner Wealth Management Group

561-691-5323
telby.turner@rbc.com

Social Media

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Kirstin and I had the pleasure to visit some of our valued clients in California this past weekend and do a little sightseeing of the California redwoods! RBC and The TWMG could really be compared to these fascinating trees. Just as giant California redwood trees thrive through deep roots and resilience, a strong business and practice relies on solid foundations, adaptability, and strategic growth to withstand challenges and achieve lasting success for our clients!

We’re thrilled to be recognized by Forbes as a Best-In-State Wealth Management Team again! Huge thanks to our amazing team for making this achievement possible. Here’s to many more successes together!

We hope all enjoy the festive season with loved ones! ?? A late but very Merry Christmas from all the families at Turner Wealth Management Group! ??

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Latest Insights

Business meeting

Is 2025 the beginning of a small-cap renaissance?

Jan 24, 2025 | Kyle Bergacker, CFA

After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.

Read more

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.