Why our team?

The Koeckert Caulford Group is a premier wealth management team with over 100 years of collective experience managing assets for ultra-high net worth executives, entrepreneurs, multi-generational families, and charitable institutions throughout the United States and Europe. Recognizing that significant wealth is accompanied by distinctive opportunities and challenges, we strive to know each client on a personal level to better understand which strategies and services best serve that client.

Our mission is to simplify our clients’ lives by working closely with their tax, legal and other key advisors. We provide a foundation of integrity, coupled with extensive planning, risk analysis and research to produce actionable investment strategies toward achieving the client’s individual goals within their risk preferences. These strategies include portfolio construction and management, trust and estate planning, tax minimization, managing stock plans or partnering with our Investment Bank to take a company public, cash flow analysis and philanthropy.

We want our clients to feel the peace of mind that comes with having exceptional and caring partners in their corner when it comes to making financial decisions and achieving financial goals. Our team provides the highest level of customized service with a relentless pursuit of excellence.


Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the 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.

Latest Insights

Couple doing taxes

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

Jul 17, 2025 | Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic imp

Read more

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Wealth Management Consultant


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Wealth Strategist


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Wealth Management Consultant


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Trust Consultant


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Wealth Management Banker


Disclosures

Dodd Koeckert is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, KS, MA, MD, MN, MT, NC, NH, NJ, NM, NY, OK, PA, SC, TN, TX, VA, VT, WA, WY. California Insurance License # 0B06732.

Dodd Koeckert, NMLS # 578859, and Angelika Caulford, NMLS # 1819044 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Angelika Caulford is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NJ, NV, NY, OH, OR, PA, RI, TN, TX, VA, VT.