Our most treasured asset is our clients’ trust


Global Insight Monthly

Global Insight Monthly cover - April 2025

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 »

Our approach to investing

Planning for your financial future doesn't need to be complicated. We believe in a simplified, customized approach that keeps your immediate and long-term goals as the main focus. In our opinion, the most effective way to capitalize on the market is to be fully invested across a broad and diversified range of asset classes, and to utilize fixed income to manage market volatility. In addition to this, we also believe in the crucial need to be conscious of taxes and their effects on a portfolio.

Our team has a high level of experience in generational wealth transfer and estate planning. We want you to feel confident that in addition to growing your wealth, we will help you protect and pass it on to the people and organizations that matter most to you.

We strive to be your number one resource for anything related to your finances. As we work with you on your wealth management plans, it is important to discuss any issues that may impact your financial picture. These topics include, but are not limited to:

  • Portfolio management
  • Retirement income planning
  • Life & long-term care insurance
  • Education planning
  • Estate & Trust planning
  • Wealth transfer & Inheritance strategy planning
  • Qualified plan & IRA Distribution strategies
  • Establishing a family budget

If you are interested in learning more about any of these issues, please contact us to set up an initial meeting. We look forward to learning how we can be of help to you and your family.

Questions?

If you are interested in meeting with us, please let us know! This meeting is complimentary and designed for prospective clients to learn more about our group and our wealth strategies. To request an introductory meeting please e-mail Sammy at samantha.aronson@rbc.com.

Meet our team

Learn more about the Sikich Wealth Management Group

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

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Disclosures

Kalley Sikich Leer is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, MN, MO, NC, ND, NV, NY, SC, SD, TX, UT, VA, VT, WA, WI, WY. California Insurance License # 0I68281.

Kalley Sikich Leer, NMLS # 2497680, and Robert Sikich, NMLS # 2492634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Robert Sikich is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, MN, MO, NC, ND, NV, NY, SC, SD, TX, UT, VA, VT, WA, WI, WY.