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

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in Global Insight Monthly

Social Media

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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.

Kristin Pfeiffer, CFP...

Kristin Pfeiffer - RBC Wealth Management - Seminars & events

Giving Tuesday and the Season of Giving are right around the corner! Join us next Tuesday, November 18, for a webinar on Best Practices in Charitable Giving. Charitable giving can be a powerful way to make an impact and create a legacy, as well as a financial tool for estate and tax planning. During this webinar, we will discuss the many ways to give to charity, including donating stock, making qualified charitable distributions, utilizing a donor-advised fund, and more. We will also share best practices for charitable giving to support your goals. Guest speaker: Cathy Walker Senior Manager, Trustee and Philanthropic Solutions, RBC Wealth Management More information on our website: https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events

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Meet Kristin

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Latest Insights

Bonds

Crosscurrents buffet U.S. dollar and Treasury market

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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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.