With more than 30 years of combined experience, the Nierling Group has created a unique approach to wealth management. We work with our clients to understand their individual goals, taking into consideration each client’s unique risk tolerance, investment time horizon and cash flow needs. We then create portfolios tailored to meet those goals, using a customized mix of common and preferred stock, bonds and cash alternatives. We believe that owning individual securities, rather than investing in funds, is the best strategy to build and preserve wealth while managing risk and keeping fees to a minimum. Fundamental analysis and a strong understanding of technical trends in markets drive each securities transaction that we execute. We also strive to build strong relationships with our clients through consistent communication, personal service and day-to-day accessibility. This combination of tailored solutions, technical expertise and personal relationships helps our clients meet their investment goals while maintaining peace of mind. We have a long track record of working with high-net-worth individuals, families, and businesses to achieve their financial objectives. It is our mission to deliver customized solutions and services to meet all of our clients’ financial needs.
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 »
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
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Deliverables
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.
