Schaefer Present Corte Mance 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.

Let's start the conversation

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

The White House

Harris and Trump on the issues

Sep 12, 2024 | Kelly Bogdanova

A gulf exists between Kamala Harris and Donald Trump on policy issues. Following is an executive summary of the third article in our U.S. election series in which we address key policy differences that matter most to the economy and stock market.

Read more
Young couple discussing finances with an advisor

Insurance coverage: Four life stages you need to prepare for

Sep 10, 2024 | RBC Wealth Management

Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?

Read more

Contact

Schaefer Present Corte Mance Investment Group

520-615-4324
spcm@rbc.com