Our mission is to help individuals and families design a roadmap for their financial journey so they can be empowered to make confident decisions and create the life they desire. We provide financial guidance to wealthy families and women in financial transition through: client advocacy; investment expertise; and customized wealth management planning.
Did you know that despite women playing a critical role in managing and transferring family wealth only 22% of women have a full wealth-transfer plan in place? At RBC Wealth Management, we recently took an in-depth look at 1,752 high net worth women to examine how they build their financial knowledge, manage their inheritance, prepare their financial affairs, and transfer their wealth to the next generation. Download our Women and Wealth Transfer Report to learn more.
While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
At the Lighthouse Wealth Management Group, we are incredibly proud that Financial Advisor Cinda Collins is a recipient of the following prestigious awards:
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
November 6, 2017
My Wealth Link
October 30, 2017
Social Security: At a glance
October 20, 2017
Estate Planning Basics