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

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. 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

Business man looking at documents

Unlocking your company’s worth: A guide to valuation for business owners

A valuation can help you improve operations today, as well as help you prepare for a future sale.

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Social Media

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Kristin Pfeiffer, CFP...

Kristin Pfeiffer - RBC Wealth Management - Seminars & events

Curious about alternative investments? Join our "Demystifying Alternative Investments" webinar next Tuesday February 25! Alternatives provide access to investment opportunities outside of traditional stocks and bonds - but exactly what does that mean? We will discuss the different types of alternative assets (real estate, private equity, private credit, hedge funds, and more), how you can invest in alternatives, the potential benefits of including alternatives in a portfolio, and more. https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events

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Personal finance courses, offered mostly as electives, are sprouting up at colleges nationwide and getting a boost from a new effort by Stanford University.

Now on the college course menu: Personal finance

I love this initiative to make personal finance education more accessible to more students. Financial literary is an essential life skill, and it is never too early or too late to learn. I am passionate about providing confidence and clarity on personal finances and wealth management. If you would like to talk through a specific question or your overall financial plan with an experienced and thoughtful sounding board, please reach out. https://www.seattletimes.com/business/now-on-the-college-course-menu-personal-finance/

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Kristin Pfeiffer, CFP...

Kristin Pfeiffer - RBC Wealth Management - Seminars & events

Join our webinar next Tuesday January 28th to learn more about RBC's Family Inventory Workbook. We all have important information stored across various physical and digital files, and it can be cumbersome to maintain as well as tough to find a specific detail when you need it. During this webinar, we will walk through RBC Wealth Management’s Family Inventory Workbook, which is a great tool for gathering and safekeeping important information for yourself and your loved ones. More information on our website: https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events

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