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.
At Hensen Webb Group we are very proud that Financial Advisor Andrew Hensen was named a Forbes Best-in-State Top Wealth Advisor in 2021. 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, Andrew!
RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–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.
In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. Read the full economic outlook in the latest edition of Global Insight.
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.
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Charitable Giving Benefits
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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.