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.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
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