Welcome to The Friend Wealth Group

The Friend Wealth Group is committed to partnering with their clients to create, build, and protect a legacy of financial stability. By approaching their work with integrity and empathy, the members of The Friend Group form long-term advisory relationships with their clients and offer them informed, individualized financial guidance. This team believes that life’s true value is found in people and experiences, not at the bottom of a balance sheet.

Partnership

We partner with clients - individuals, families and businesses to form a long term trusted advisory relationship. Our goal is to provide wealth management advice and strategies that are tailored to your needs.

Peace of mind

We strive to provide clients financial peace of mind, delivering objective and advice designed to give clients the confidence to pursue their own dreams and passions as the transition through life's financial cycles.

Our values

We believe....

  • In living life on purpose
  • That people and family are more important than things
  • That acting with integrity is non-negotiable
  • In maintaining a servants heart
  • In enhancing and protecting our clients wealth

Global Insight Monthly

GI Monthly

A renewed Middle East conflict: How long and how great a disruption?

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

Read more in Global Insight Monthly

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Friend Wealth Group

Learn more about Friend Wealth Group.

2025 / 2026 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.

Latest Insights

Crude oil tanker traveling over open ocean

A renewed Middle East conflict

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

Read more

Let's start the conversation

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