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.
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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
Read MoreKristin Pfeiffer - RBC Wealth Management - Seminars & events
The markets continue to be very dynamic, and many investors are looking guidance into year-end. Please join our "Market Update & Outlook" webinar next Tuesday October 21th. We are excited to have Sean Naughton, CFA®️ (Head, U.S. Portfolio Advisory Group, RBCWM) discuss 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
Read MoreEveryone has questions about Social Security and Medicare. These are two of the more commonly misunderstood areas of wealth planning. Please join our webinar next Tuesday September 30th for an overview and update on Social Security and Medicare. We will share key considerations, ways to proactively maximize these two benefits, and answer your questions. More information on our website: https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events