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 - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

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Kristin Pfeiffer, CFP...

Kristin 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

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Everyone 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

Thinking about legacy planning, but not sure where to start? Something to think about: 91% of givers want to pass down their wealth in a way that reflects their values, and 99% of heirs intend to respect the givers' wishes for the wealth. If you have wealth to pass on to your heirs and you haven't had a conversation about it, you’re not alone. Most haven’t. RBC has resources to help, including our new wealth transfer planning guide. I would love to share best practices and guidance so that your intentions and values become known, and you have confidence and clarity on the lasting impact of your legacy. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

Meet Kristin

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Latest Insights

Group of financial advisors walking down a hallway talking.

Family offices reset following volatility in early 2025

After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.

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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.