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. 

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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Contact

Turner Wealth Management Group

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

Social Media

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What a fantastic holiday party we had this past weekend! Celebrating a year of great success for all. ??✨ Congrats to Jeremy Lansat who dressed to impress, winning both best dressed couple and individual awards. ?? Can't wait for next year's celebration!

Our office was filled with joy as we gathered for our annual Christmas tree lighting! ??✨ Thanks to everyone's generosity at RBC-PBG, we were able to donate an abundance of toys and funds to Adopt a Family of The Palm Beaches.

Did you know each gift of up to $17,000 is excluded from gift taxes? This is a great way to help a relative with medical bills or gift your child or grandchild money that they can use to fund their IRA ($6,500 per year).

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Latest Insights

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The Fed approaches a new phase of interest rate policy

Dec 19, 2024 | Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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.