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!

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2019.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2020
Fair Market Value Statement January 31, 2020
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 18, 2020
REMIC Tax Information Summary March 16, 2020
Revised Tax Information Summary (Forms 1099) On or about March 18, 2020

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. 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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