As a comprehensive wealth management team, the Schaefer Present Corte Investment Group develops 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 how we work with you page. And finally, we encourage you to explore the wealth of information found on the market commentary page.
Our team is proud to announce we have been named a Forbes Best-In-State Wealth Management Team in 2024.
Read the Global Insight Monthly »
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.
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 homebound seniors. They also packed, organized and labeled the bags, which are delivered to 740 Tucson-area households each month.
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
Through RBC Echelon, we provide business owners, corporate executives and wealthy families comprehensive 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.
Investors have a unique opportunity to influence positive social and environmental change through the financial markets. Our team works with private investors, foundations and organizations who seek comprehensive wealth management strategies that complement their vision for social change. We create value by integrating a comprehensive consulting platform with investment solutions based on environmental, social and governance factors. This approach guides clients through an investment experience that seeks long-term financial returns while promoting sustainable solutions
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
December 4, 2023
Global Insight 2024 Outlook
June 1, 2023
Global insight weekly
January 1, 2024
Key tax reference numbers 2024
July 12, 2023
RBC Cash Sweeps Flyer
May 10, 2022
Cyber security - Strategies for staying safe online
The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.
Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.