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

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more in 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. 

Meet the team

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Learn more about the Shafer McGuire Wealth Management Group.

Latest Insights

Conversation

Sector ETFs vs. benchmark indexes: How RIC rules shape your investments

Sector ETFs and benchmark indexes try to track the same thing, an economic sector, yet differences in regulatory frameworks complicate the comparisons.

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