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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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!

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

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Meet our team

Learn more about our highly collaborative team.

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Latest Insights

A group of people talking at a table

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.

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Couple meeting with advisor at home

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.

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Schaefer Present Corte Investment Group