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

Collaboration

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

Empowerment

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

Objectivity

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

Adaptability

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

Curiosity

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

Trust

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 Cover Image - Feb 2024The death of (traditional value)

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.

Meet the team

Learn more about us

Latest Insights

Positioning for inflation shocks

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

Read more

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

Bulletin Board