Confidence and clarity for your life and legacy

 


 

Welcome

My mission is to provide customized wealth management solutions focused on achieving your financial goals.

Every client is different - and every client needs a financial plan and an investment portfolio that reflects their unique goals and needs.  I take the time to build deep, long-lasting relationships and trust across generations, and I support my clients throughout every phase of life.  I am passionate about bringing confidence and clarity to my clients' lives and legacies. 

My website is designed to introduce me and my approach to wealth management, as well as share our latest market insights, research, and resources to keep you informed.

 

Global Insight Monthly

GI Monthly

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

Read more in Global Insight Monthly

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Kristin Pfeiffer, CFP...

Kristin Pfeiffer - RBC Wealth Management - Seminars & events

*Market Update Webinar - Today* It has been an eventful month. The impact of the Iran War is reverberating across the global markets, and the situation remains very fluid. Please join us Tuesday March 24 at 4PM ET for a Market Update webinar. Kelly Bogdanova, co-chair of our Global Portfolio Advisory Committee, will share the key themes, events, economic factors, and monetary policies that will shape the markets going forward. More information on our website: https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events

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Kristin Pfeiffer, CFP...

Kristin Pfeiffer - RBC Wealth Management - Seminars & events

New year, new you! Join us this Tuesday, January 27, for a webinar on Health and Wellness in the New Year. Kirsten Denney, a personal health and wellness expert, will share practical guidance on nutrition and exercise. Parallel to financial wellness, achieving better health starts with setting clear goals and staying committed to them. Guest speaker: Kirsten Denney Coach and Owner, The Exercise Coach Cleveland Park More information on our website: https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events

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I am so proud of our team for being recognized as a Forbes 2026 Best-in-State Wealth Management Team. Our motto of “Confidence and Clarity for your Life and Legacy” guides how we support our clients. It is a team effort, and I am honored to work with Katie and Kevin. We love what we do, and it shows.

Meet Kristin

Learn more about me

Latest Insights

Calm man

Coping mechanisms for equity market volatility

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.

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Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.