Richard Schaefer, AWM

Senior Vice President - Branch Director, Senior Consulting Group

520-615-4324
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Welcome to our website

As a comprehensive wealth management team, the Schaefer Present 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.

Putting a price on carbon emissions

Increasingly, countries are making the pricing of carbon emissions mandatory, either by enforcing cap-and-trade rules or by imposing a carbon tax. But with the pace of government regulatory support varying dramatically from country to country, many companies are also trying to offset their emissions voluntarily, in response to the growing cohort of environmentally conscious consumers and the increasing influence of environmental, social, and governance (ESG) funds. How should investors take this new business expense into account? Read the full economic outlook in the latest edition of Global Insight.

Ronald McDonald House Charities receives grant from RBC

For the fourth consecutive year, Ronald McDonald House charities of Southern Arizona (RMHCSA) is the beneficiary of a generous grant from the RBC Foundation. "On behalf of RBC Wealth Management, we are proud of the many years of support and partnership of RMHCSA. They provide vital services and are a jewel in our community", Richard Schaefer, Senior Vice President - Branch Director, RBC Wealth Management -Tucson.

In 2020, the Ronald McDonald House was closed for five months because of the pandemic. The funding from RBC helped cover the cost of putting families with very sick children in local hotels. Richard presenting the check to Kate Maguire Jensen, President & CEO, Ronald McDonald House Charities

 

 

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa22 and A23 / stable4
  • Standard & Poor's AA-2 and A3 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

RBC Echelon distinctive wealth solutions

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.

Our approach to socially responsible investing

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

 

 

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our team

Learn more about our highly collaborative team.

Latest Insights

Writing in journal

Five ways to stay healthy through the holidays

Nov 24, 2021 | Jenny Paffel

A healthy holiday season doesn't have to be a contradiction. Check out these tips for making wellness a priority through some of the most demanding months of the year.

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Infographic of male female caregiver breakdown percentages

The cost of caregiving falls disproportionately on women

Nov 23, 2021 | RBC Wealth Management

Did you know this about money management? Caregiving causes a financial impact on families—especially women.

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Shareen Luze, Head of Culture and Field Experience - RBC Wealth Management–U.S.

Desperate times call for empathetic measures

Nov 23, 2021 | Jenny Price

In the wake of the pandemic, RBC Wealth Management names first-of-its-kind head of Culture and Field Experience to keep employees at the center.

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