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.

<p>The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.</p>

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.

Social Media

See footer below for group’s social profiles >

Supporting your loved ones shouldn't come at the expense of your own financial well-being. Message me for tactics to minimize the stress for everyone involved and build a solid financial foundation for the future.

Did you know, family-owned businesses are a main contributor to the economy? Message me to discuss your business goals and help you plan for the future.

Congratulations to everyone who is graduating this month. The amount of planning and investment needed to make this happen is no small task and deserves to be celebrated!

Edit

Sorry we couldn't submit this form at this time. Please try again later.

Let's start the conversation

Thank you!
Thank you for providing the requested information.

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

First name is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Last name is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Email is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Phone is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Comments or questions is a required field.

Special characters are not allowed here. Please provide valid input for this field.

The sum of the numbers is incorrect.

Add the following numbers

*Required fields

Meet our team

Learn more about our highly collaborative team.

Sorry we couldn't submit this form at this time. Please try again later.

Contact us

Thank you!
Thank you for providing the requested information.

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

First name is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Last name is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Email is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Phone is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Street is a required field.

Special characters are not allowed here. Please provide valid input for this field.

City is a required field.

Special characters are not allowed here. Please provide valid input for this field.

State is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Zip is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Comments or questions is a required field.

Special characters are not allowed here. Please provide valid input for this field.

The sum of the numbers is incorrect.

Add the following numbers

*Required fields

Bulletin Board

December 4, 2023

Global Insight 2024 Outlook
April 3, 2024

Global insight monthly
June 1, 2023

Global insight weekly
July 12, 2023

RBC Cash Sweeps Flyer
May 10, 2022

Cyber security - Strategies for staying safe online

Latest Insights

Redder: Updating our U.S. Recession Scorecard

Jun 13, 2024 | Jim Allworth

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

Streamline your savings: The strategic benefits of consolidating retirement accounts

Jun 12, 2024 | RBC Wealth Management

Having your accounts in one place can be helpful as you develop an income strategy for when you leave the workforce.

Schaefer Present Corte Investment Group

520-615-4324
richard.schaefer@rbc.com