You have the power

Krider Legacy Wealth Management Group commits to helping clients achieve their definition of financial success. Our role is to support, educate and collaborate with our clients to establish and manage wealth plans. By empowering our clients, we allow them to take control of their future through understanding and trust. We not only know our business, but we also know our clients.

Our mission

Our mission is to empower our clients to take control of their financial life and legacy through active collaboration. A structured approach of collaboration, education and strong relationships allows us to enable individuals to have the confidence to reach their financial goals, understand their financial circumstances and navigate the fluctuating economic landscape through all of life’s celebrations, challenges and changes. We are a generational team that recognizes the importance of truly knowing our clients and our clients truly knowing us.

Our vision

Empower our clients to take control of their financial life through collaboration. Our reputation of transparency, trust and engagement engenders confidence in both RBC Wealth Management and the Krider Legacy Wealth Management Group.

Our core values


Collaborate with our clients, internal resources and industry leaders to curate cogent wealth plans and achieve client goals.


Allow our clients to feel confident in making decisions about their financial future.


Provide our clients with customized independent information regarding their financial situation with candor.


Embrace change: change in client goals; change in market conditions. Adjust tactics to best serve client needs.


Go beyond the traditional client questionnaire to understand the “why” for our clients.


Develop relationships with clients and partners that brands our team as reliable advisers who will put the needs of the client above all else.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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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

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Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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Pleased to serve you in multiple locations

We are proud to serve clients in multiple locations. We invite you to contact us to set up a meeting in one of our convenient locations:

Naples, FL office

800 Laurel Oak Drive, Suite 500
Naples, FL 34108

Fort Lauderdale, FL office

500 East Broward Blvd, Suite 2200
Fort Lauderdale, FL 33394

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