RBC Private Wealth

Welcome to our website

As a comprehensive wealth management team, the Schaefer Present & Stoffers 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 comprehensive 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.

Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.


Women's Foundation of Southern Arizona Luncheon

Coast to Coast Financial Advisors proudly served as this year’s Title Sponsor at the 26th Annual Women’s Foundation of Southern Arizona Luncheon held at the Tucson Convention Center on April 24th, 2019. Known as Arizona’s largest luncheon event each year with attendance by more than 1,100, the Luncheon provides networking and a celebration of women’s leadership and philanthropy to members of our business community.

We were honored to have Kristen Kimmell, Chief of Staff at RBC Wealth Management, as our Keynote speaker.

Congratulations to our team members and 2019 Luncheon Co-Chairs, Linda and Shelly, on their successful event raising a record $415,000 for women and girls in southern Arizona.

Marketing & Education luncheon

Janet Engels, Head, Portfolio Advisory Group at RBC Wealth Management was our distinguished guest speaker on Wednesday, January 16th, 2019 at the Arizona Inn.

The best returns are more than financial

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.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our team

Learn more about our highly collaborative team.

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