Schaefer Present Corte Investment Group

As a diverse wealth management team, we develop sound strategies that provide a wide range of customized financial solutions. We design each wealth management plan by bringing together sophisticated wealth planning tools with our team's over 100 years investment counsel experience. Our goal is to be our clients most trusted advisor and ultimate resource for their personal, family and business needs.

We invite you to become our client, become our friend and experience how we can make a difference in your financial future.

To learn more about our highly collaborative team read our team brochure. To gain insight into our  process, visit our working with you page. And finally, we encourage you to explore the wealth of information found on the market commentary page.

Proud to be named an award winning team

Our team is proud to announce we have been named a Forbes Best-In-State Wealth Management Team in 2024.

2024 Market Outlook

It was an honor to welcome Kelly Bogdanova to Tucson for our year end thought leadership program. It was an insightful and engaging presentation outlining the 2024 Market Outlook.

Supporting Our Community

The staff and financial advisors of RBC Wealth Management’s Tucson office donated over $39,000 to local non-profit IMPACT of Southern Arizona as part of RBC’s Fighting Hunger Month initiative.

Over the past six years, the Tucson branch has given over $150,000 to local charities fighting food insecurity.

In addition to the monetary donation, RBC Wealth Management employees collected food and clothing to help supply monthly IMPACT bags that support families in need and seniors. They also packed, organized and labeled the bags, which are delivered to 740 Tucson-area households each month.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

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Did you know, financial freedom means different things to each person? What does it mean to you? Let’s talk today to set you on course for achieving your financial goals.

Happy 4th of July! So grateful for the independence and freedom our country gives us. Hoping you get to cherish the day with family and friends and may the spirit of freedom inspire your future goals and dreams. Enjoy the festivities!

Understanding the different types of second opinions - PinnacleCare

Better understand your options for a second opinion on a health care diagnosis. Read more:

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Latest Insights


Jul 19, 2024 | RBC Wealth Management


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Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

Jul 18, 2024 | Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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Schaefer Present Corte Investment Group