Embark on the journey together

We treat you like our family.  We ask questions, and listen, to gain an understanding of what is important to you.  We identify where you are now, and help you plan for the future you envision.  The relationship we forge with you is based on trust, and transcends generations. 

Meet the team

Hansen WMG team image

Learn more about Hansen Wealth Management Group

Our mission

We are an experienced intergenerational wealth management team for all life’s transitions. We specialize in helping our clients prepare for and navigate through significant life events and financial transitions.  The life events might be significant lifestyle changes like retirement or preparing for retirement, divorce, death of a loved one, marriage or remarriage.  Or they could be financial transitions such as receiving an inheritance, selling a business or large asset, exercising stock options or contemplating major investment portfolio changes.

The relationship we forge with you is based on trust, and transcends generations.  We treat you like our family.  We ask questions, and listen, to gain an understanding of what is important to you.  We identify where you are now and the complexities of your financial situation.  We sit on the same side of the table with you and simplify what can be overwhelming.  At the foundation of our practice is a commitment to educate and empower our clients.  We help you plan for the future you envision.  The customized Wealth Plans we develop incorporate innovative strategies and investment solutions that consider the dimensions of liquidity, longevity and legacy.  Importantly, we help you navigate the accumulation phase, the distribution phase of retirement income and legacy wealth transfer process.

Cynthia Hansen named an award-winning advisor

At Hansen Wealth Management Group, we are very proud that Financial Advisor Cynthia Hansen was named an AdvisorHub Advisor to Watch in 2023 and a Forbes Top Woman Wealth Advisor in 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, Cynthia!

About RBC Wealth Management Online

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Making an impact

Wealth Insights Report cover image - charitable giving: realizing your vision for a better world.Planning your family’s legacy with informed choices about the organizations you want to support and checking that your donations are used appropriately may be time-consuming and complicated. We are available to help your family plan for your philanthropic goals and align your values with your wealth so you can support the causes that are close to your heart. 

Download RBC Wealth Management's charitable giving wealth insights report

Contact us

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Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)
On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)
On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)
Monthly, beginning May 2024

Contact

Hansen Wealth Management Group

303-488-3608
cynthia.hansen@rbc.com

Latest Insights

Commuters on a train

A return to yield curve normalcy?

May 23, 2024

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

Read more