We aim to provide our clients with a high level of wealth management for each phase of their life. By combining the experience and skills of the Hensen Webb Group at RBC Wealth Management we deliver investment strategies to help achieve our clients’ goals. Our group will work in concert with your personal legal and tax advisors to assist in creating integrated strategies tailored to the goals and wishes of you and your family. The Hensen Webb Group focuses on your wealth so that you can spend your time on the things that matter most to you. It is our goal to help clients receive better outcomes for their goals and dreams.
While Joe Biden is projected to win the election, it appears he’ll have to work with a status quo, i.e., divided, Congress. We look at what such an ongoing balance of power would mean for the equity market and economy. Read the full economic outlook in the latest edition of Global Insight.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact us.
Learn more about the Hensen Webb Group.
Andrea Robinson, world-renowned master sommelier, former dean of the French Culinary Institute and the winner of three James Beard Awards, shows you how to taste wine like a pro.
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
October 30, 2017
Social Security: At a glance
October 20, 2017
Charitable Giving Benefits
We send a market update weekly (generally on Monday). If you would like to be added to this free distribution please email firstname.lastname@example.org and request that you be added to the "Weekly Market Update."
Wondering what to do with excess 529 savings?
If you’ve saved diligently for a family-member’s education—and he or she does not need help funding education expenses—the 529 Plan savings can still be used without tax penalties. You could transfer funds for another child, niece/nephew or grandchild. Or see if room, board and textbook costs can be covered. You might even be able to pay for college credits for a qualifying gap year program. Contact us to discuss your education savings options in more detail.