Peter Kline

Integrity, Experience, Discipline

Bettering your financial future, together

Pete's mission

In today's complex world of investing, it is important to have a relationship with a financial advisor that you can trust. As a CERTIFIED FINANCIAL PLANNER ^TM professional, I adhere to my fiduciary responsibility to act in the best interest of my clients, while helping them create tailored financial solutions to meet their needs. I partner with my clients to develop well-rounded wealth management plans, including education funding, income strategies, retirement planning, investment selection and risk management. Additionally, I value the opportunity to partner with foundations and nonprofits, as well as helping businesses with 401(k) and small business retirement plans. Through integrity, experience, and discipline my mission is to better your financial future, together.

American Rescue Plan Act of 2021

On March 11, 2021, President Biden signed the $1.9 trillion American Rescue Plan Act of 2021. The economic stimulus package follows in the wake of the $2.3 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 and the nearly $915 billion stimulus included in the Consolidated Appropriations Act of 2021, passed in December 2020. The majority of the new provisions are for 2021 only and build upon aid measures Congress approved last year. Learn more.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.