Richard Schaefer, AWM

Senior Vice President - Branch Director, Senior Consulting Group

520-615-4324
Email |

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.

Supporting Our Community

The Staff and Advisors of the Tucson office of RBC Wealth Management have made a generous $33,000 donation to local Tucson nonprofit Youth On Their Own (YOTO) as part of RBC’s Fighting Hunger Month campaign. This donation will help YOTO further their mission of supporting the high school graduation and continued success of youth experiencing homelessness in our community! In addition to their monetary donation, employees of RBC donated nonperishable food, school supplies, and hygiene products for YOTO’s on-site Mini Mall, a space where young people in the YOTO program can come to receive free basic needs items. RBC employees also gave their time to help sort and label Mini Mall items, volunteering a total of 100 hours. 

Congratulations Gustavo Corte on earning the CERTIFIED FINANCIAL PLANNER certification!

CFP certification is the standard of excellence in financial planning. Professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. Becoming CFP professional is one of the most difficult and stringent processes in the industry.

Sister Jose Women's Center clothing drive

In conjunction with the RBC Women's Summit, the Tucson office held a clothing & essentials drive benefiting Sister Jose Women's Center, whose mission is to care and nurture homeless women in our community. The donations included clothing, shoes, hygiene items, and a check for $13,100.00.

Global Equity: Tight fittingGlobal Equity: Tight fitting

The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly. 

Advice you can trust

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

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of 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.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2023.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2023
Fair Market Value Statement January 31 2023
1099 Tax Information Summary February 15, 2023
Income Summary (FYI Statement) February 28. 2023
REMIC Tax Information Summary March 15, 2023
1042-S April 1, 2023

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 17, 2023
Revised 1099 Tax Information Summary
(tax year 2020 - revision 2)
On or about April 7, 2023
5498 June 1, 2023
Revised 1099 Tax Information Summary
(tax years 2017-2021)
Monthly, beginning May 2023

Bulletin Board

Latest Insights

Lambs

Will the market volatility that came in like a lion go out like a lamb?

Mar 23, 2023 | Thomas Garretson, CFA

We look at the implications of the Fed’s latest rate hike and whether broad market volatility brought on by the banking stress can continue to fade.

Read more
Senior smiling at advisor

Tax-smart charitable giving strategies you can use any time of year

Mar 22, 2023 | Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

Read more

Social Media

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Did you know this about money management? The gender pay gap is narrowing and women in the U.S. hold unprecedented amounts of financial assets. RBC Wealth Management is poised to help meet individuals’ investment goals. Contact me today.

Check out the spring 2023 issue of Insights into responsible investing, covering COP27 news, investing opportunities in the ag industry, trends for responsible investing and ways to help drive climate innovation and solutions. https://www.rbcwealthmanagement.com/_assets/documents/solutions/responsible-investing-newsletter.pdf

Happy spring! Enjoy as the daylight lingers a bit longer each day in the Northern Hemisphere.