Metolius Wealth Management Group

Welcome to the Metolius Wealth Management Group

Value statement

What does money mean in your life?  What shapes your attitudes and opinions about what you want from your money?  At the Metolius Wealth Management Group, we realize that you are a unique person who deserves an approach that is designed specifically for you.  That's why we make it a priority to get to know you-not just as an investor but also as an individual with needs, desires, and attitudes that don't always fit neatly into the industry-standard financial plan.  The Metolius Wealth Management Group operates what we call a "family office" for our clients-where our team is involved in the myriad of financial decisions that come up in our client's daily lives.

Putting a price on carbon emissions

Increasingly, countries are making the pricing of carbon emissions mandatory, either by enforcing cap-and-trade rules or by imposing a carbon tax. But with the pace of government regulatory support varying dramatically from country to country, many companies are also trying to offset their emissions voluntarily, in response to the growing cohort of environmentally conscious consumers and the increasing influence of environmental, social, and governance (ESG) funds. How should investors take this new business expense into account? Read the full economic outlook in the latest edition of Global Insight.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this smart, yet potentially untapped source of opportunity. 

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