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 - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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Kristin Pfeiffer, CFP...

Kristin Pfeiffer - RBC Wealth Management - Seminars & events

Join us next Tuesday April 29th for an informative webinar on "Estate Plans and Trusts - Planning for Your Legacy". An estate plan is essential to help you secure your legacy and make a lasting impact on the people and causes important to you. There are many tools available to help create an estate plan and incorporating a trust may be an effective way to accomplish your goals. During this webinar we will share key considerations and actionable insights for creating and maintaining a successful estate planning strategy. https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events

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Borrowing a line from NBA basketball star Shaquille O’Neal, Fieri told his sons, who are in their twenties: “If you want any of this cheese, you’ve gotta get...

Despite his $100 million contract, Guy Fieri has a strict rule for his Gen Z kids' inheritance: They must get two degrees

Every family thinks about inheritance & legacy differently, and these views often reflect family values instilled by past generations. Guy Fieri is following in Shaq's (big) footsteps with "if you want any of this cheese, you’ve gotta get two degrees”, what is your family's approach? Our multigenerational team loves working with families to share best practices and steward wealth & values to the next generation. https://fortune.com/2025/04/16/food-network-star-guy-fieri-millionaire-inheritance-strict-rules-for-children-two-degrees/

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Extreme stock market corrections are difficult to endure. We answer key questions, examining the unique contours of the tariff challenges and the areas of the...

Shock and tariff: Four key perspectives on the selloff

Extreme stock market corrections are difficult to endure. RBC's "Shock and Tariff" special report answers your key questions, examines the unique contours of the tariff challenges, and highlights the areas of the U.S. equity market that we think can at least hold up better against the headwinds. Please reach out if you have questions on the markets, your investments, or your financial plan - I would love to help. https://us.rbcwealthmanagement.com/kristin.pfeiffer/blog/5204575-Shock-and-tariff-Four-key-perspectives-on-the-selloff

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Meet Kristin

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Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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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.