Retire from work, not life

How we serve you

Our focus as financial advisors is centered on helping individuals build, preserve and transfer wealth. We work with you to create and implement wealth management strategies that allow you to grow your assets and have the resources to enjoy the life you are working to have. Additionally, we provide our clients with retirement planning and business succession solutions for those with group practices and partnerships.

Investment philosophy

We have always believed that risk management is central to the overall portfolio management process. Because markets move so quickly in today’s fast-paced environment, we believe the best way to invest is by utilizing tactical asset allocation. This allocation is a more dynamic, forward-looking form of investing that seeks to expose investors to capital building and to capital preservation opportunities.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

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 the team

Learn more about the Stike Wealth Management Group

Latest Insights

bride and groom holding hands on wedding day

Plan your children’s destination wedding without derailing your retirement plans

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

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