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

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

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.

Meet Kristin

Learn more about me. 

Latest Insights

2025 Tuition madness

Tuition madness: Are you saving enough for college education goals?

With the March NCAA® basketball tournaments upon us, take a look at the cost to attend these colleges and universities for the next four years. Do you have the right plan in place to support your students on their postsecondary journey?

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Social Media

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Kristin Pfeiffer, CFP...

Kristin Pfeiffer - RBC Wealth Management - Seminars & events

Join us next week for a timely market update on the key investment themes and opportunities we see ahead in 2025! Alan Robinson, from our Global Portfolio Advisory Committee, will share our thoughts on the current economic landscape and outlook for 2025, discuss key drivers and trends taking place in the markets, and answer your most pressing questions. Tuesday March 25 4PM ET https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events

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Want to make sure you're on track financially for the future? Reach out to explore our financial empowerment tools available for every age group, including “Money matters for young professionals” https://docs.rbcwealthmanagement.com/us/68599-Wealth-Insights-Young-Professionals-Brochure.pdf

I was thrilled to present on Financial Wellness & Building Long Term Wealth at the Duke DC Nourish & Flourish retreat! I loved sharing our principles of successful investing along with advice on how to build confidence and clarity in your personal finances. A heartfelt thank you to the Duke DC Nourish & Flourish leadership team for organizing this event. The energy, honesty, and shared commitment to growth were truly inspiring. #DukeDC #FinancialWellness #ForeverDuke