Open Range Wealth Management Group brings 130 years of combined industry experience. For decades, we have remained committed to serving our clients through various market conditions. Throughout this time, we have consistently focused on what matters most: guiding our clients toward achieving their financial goals by delivering personalized, customized, and dependable wealth management solutions.
We combine local expertise and global resources to ensure that every client benefits from personalized guidance and world-class financial solutions; empowering you to make informed, confident investment decisions.
Our team has deep experience and subject matter expertise that allow us to truly understand you and your financial picture, develop innovative strategies to address your challenges, and build a long-term relationship based on trust.
Not only are we a multigenerational team, our local roots also run deep.Our team cares deeply about community with some our history dating back to the mid-1800s. We are committed to making a lasting impact, just as those before us did, that extends for more generations to come.
We bring fresh thinking and an entrepreneurial spirit of a local wealth management team, paired with the financial resources and vast capabilities of RBC Wealth Management’s global network — including access to comprehensive financial planning, manager research,institutional & philanthropic management, and specialized advisory services with our capital markets team — helping you navigate and respond to financial events worldwide with confidence.
Our team is composed of financial advisors and support staff with unique backgrounds and expertise to deliver an individualized, holistic approach to our clients financial needs.
It is gratifying to have our team & team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.
Open Range Wealth Management Group
Pete Kline
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 we do. We often help our clients:
Please contact us today to discuss how we can help you reach your goals.
Learn more about the Open Range Wealth Management Group
Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
December 13, 2018
RBC Credit Access Line
