Kristin Pfeiffer - RBC Wealth Management

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 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 »

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Legacy isn't built overnight. It's preserved with intention. Now is the time to explore tax-considerate strategies for transferring wealth, before opportunities shift. A well-structured legacy plan helps protect your assets and shapes your impact.

Happy 529 Day! A 529 plan can help you bring far-off goals into focus and it can be used for a variety of qualified education expenses. Contact me to learn more about planning and saving for your child’s education needs.

Kristin Pfeiffer - RBC Wealth Management - Seminars & events

Thursday May 29th is "529 Day" and to celebrate we are hosting a webinar on "Saving for Education". Education can be one of the most important investments in a child’s future - as well as one of the larger expenses for parents and families. During this webinar, we will share how a 529 plan can help you save for a variety of education expenses, the key considerations for setting up and funding a 529 plan and information on the recently added 529 Roth IRA rollover option. https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events

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Meet Kristin

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Latest Insights

A central bank at rest tends to stay at rest

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

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.