Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus
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.
The Tucson office of RBC Wealth Management is proud to support the Fighting Hunger Month campaign by presenting a check for $53,343.00 & over 500 lbs. of food to the Community Food Bank of Southern Arizona.
Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. Read the full economic outlook in the latest edition of Global Insight.
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
Distinguished by a long heritage of financial strength, 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
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.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
March 21, 2022
Audio commentary: Fed rate hikes have arrived - what are the implications?
March 18, 2021
Global insight weekly
May 5, 2022
Global insight monthly
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The Advantages of a Living Trust
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Cyber security - Strategies for staying safe online
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