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.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
May 10, 2022
Creating a legacy through estate planning: Transferring wealth
June 1, 2023
Global insight weekly
December 1, 2017
Deliverables
The dollar’s role in the global economy is evolving, and its “exorbitant privilege” looks to be as well. We examine the greenback’s role as the reserve currency and the implications of the world’s changing currency appetites.
