Shafer McGuire Wealth Management Group

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

Helping you grow more than wealth

Value statement

We combine sophisticated planning tools with professional resources to provide customized solutions. The Shafer McGuire Wealth Management 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

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

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.

Global Insight Monthly

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, we 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. Contact us today for more information.