Let us help you grow more than wealth


 

Value statement

We combine sophisticated planning tools with professional resources to provide customized solutions. The Shafer Fancher Group and RBC Wealth Management are dedicated to providing the highest level of service to our clients by offering detailed and timely reporting, insight, experience and counseling on investment and governance issues.


Solutions and services overview

  • Investments
  • Retirement solutions
  • Portfolio research
  • Cash management
  • Credit and lending
  • Education savings
  • Insurance and annuities
  • Trust and estate planning
  • Executive services and employee solutions
  • Corporate services

Defense mechanisms

Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.  Read the full economic outlook in the latest edition of Global Insight.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.