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 Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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

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Contact

Turner Wealth Management Group

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

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RBC Capital Markets’ U.S. Municipal Finance group ranked #1 lead manager on negotiated new issues for 2023. Learn more about this achievement. https://docs.rbcwealthmanagement.com/us/3689-strength-in-the-municipal-bond-market.pdf

RBC Wealth Management is pleased to announce that Telby was named to the Forbes Best-In-State wealth Advisors list in the U.S. Best-In-State rankings were developed by SHOOK Research and are based on a variety of factors.

Global Finance Magazine - World's Safest Banks 2022

In a list of the safest banks, RBC has topped the North American list.

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Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Apr 15, 2024 | RBC Wealth Management

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

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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.