Strategy. Execution. Success.

Personal message

We have been financial advisors for a collective time period of over five decades. In those years we’ve learned that it is impossible to develop and execute a meaningful wealth management strategy without the benefit of a thorough study of our clients’ personal priorities and concerns as well as their financial condition. Your family’s needs and wants are unique, as are those of our families. To that end, we will dedicate our personal and professional assets as well as those of RBC Wealth Management toward developing a full understanding of your goals and aspirations in order to guide us in all of the efforts that we undertake on your behalf. We approach this process with the fact in mind that we are uniquely equipped as a team of trained and qualified professionals to isolate sophisticated solutions unique to what is important to you. 

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Will Social Security be there for you?

Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact us to discuss your retirement plan.

The next step

Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail. Contact Tracey Ledda at (888) 947-3321 today to set up a meeting.

Meet our team

Learn more about The Castaneda Sargenti Wealth Management Group.

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Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Apr 15, 2024 | RBC Wealth Management

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

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