Our most treasured asset is our clients’ trust


Proud to Be a National Award-Winning Advisor

At The Pahnke Wealth Management Group, we are very proud that Financial Advisor Glenn Pahnke was named a 2019 Forbes/SHOOK Best-In-State Wealth Advisor. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Glenn!

A new phase

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.

Mission statement

Our mission is to be considered the primary trusted financial advisor resource for individuals and businesses that recognize the value of working together to pursue their financial goals.


We start with a conversation

Through these conversations, we come to an understanding of your dreams, goals and financial objectives. This understanding guides how we work together to develop a financial strategy. Because your needs and investment opportunities change over time, we review your portfolio on a regular basis, making adjustments as needed. This can help to optimize your portfolio's performance. We have created a disciplined process to help ensure that your financial strategies remain aligned with your goals. This approach is designed to anticipate, react to and capitalize on change.

 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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