Our strongest assets are the relationships we’ve established with our clients. Drawing on our experience and knowledge, we can offer customized wealth management advice and personalized service. We work closely with our clients to develop an investment strategy tailored to their needs. This ensures we have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.
As you go through a career transition, such as a company buyout, company change or retirement, you will be presented with complex and time sensitive decisions and it is important to have trusted resources to help navigate through it. Consider us your Financial Health Project Manager. When you establish a relationship with us, we will not only guide you through these transitions but also be your point person for all of the things you will need to consider in life such as tax mitigation strategies, long-term planning, portfolio consolidation and wealth transfer. We manage your investment portfolio, help you navigate the many milestones you will face along the way and connect you with the right professionals at the right time. Our unique approach to our practice is based on providing personalized service rather than cookie cutter solutions. Our clients work directly with us to develop and implement their personal strategic plans. We monitor the portfolios on an ongoing basis, staying on top of market and economic conditions as they apply to each clients’ goals. We leverage the thought leadership and other resources available through RBC Wealth Management to provide real solutions to complex financial situations.
Kost Investment Group is pleased to congratulate Theresa Kost on her recent promotion to Senior Vice President, Financial Advisor in RBC Wealth Management's Newport Beach office. She was also selected as a member of the firm's Consulting Group. This is an exclusive group of advisors recognized for their success in building consultative, fee-based businesses. Read the full press release here.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »
It’s not always easy to talk about your finances, especially with your children. But knowing how to manage their money wisely is a critical skill for their futures—and one often not taught at school. We can offer you smart tips and strategies for how to make sure your children learn the skills they need to manage their money wisely. Contact us today to learn how to give your children a head start on financial success.
If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
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A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.
