We work to preserve and grow your assets, to protect your present and to enable your future. Our team's 150 years of combined experience allows us to implement solutions that are:
You and your Family are unique. Our approach focuses on identifying your particular needs, then we recommend solutions tailored to your specific goals and evolving circumstances. This roadmap for your life is designed just for you.
You have likely overcome financial challenges in your life, so you value the preservation of your wealth and its seamless transfer to the next generation. Our trust and estate planning services can help you weather market volatility and preserve your legacy for generations to come.
Your financial life is larger than your balance sheet. Our team's collective knowledge allows us to create investment plans and provide customized life guidance that integrates with your vision for your family and your future.
At King, Barrios & Bartlett Investment Group, we are very proud to have a member receive prestigious industry awards -- because it means we are serving our clients well. Congratulations Brian!
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about the King, Barrios & Bartlett Investment Group
During the COVID-19 pandemic, we teamed up with two other local businesses and Papa Murphy's to provide over 3,000 pizzas to help feed families in need. Check out more of our community involvement activities here.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
October 24, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
November 27, 2023
October 3, 2023
Global insight monthly