The Coronado Wealth Management Group difference

Having a PhD economist, two attorneys and two seasoned client service professionals with a combined 80+ years of experience in financial services makes the Coronado Wealth Management Group unique. Our team of investment professionals further distinguishes itself by being passionate about leveraging our financial expertise, real-world experience, RBC’s world class resources, and dedication to exceptional client service to provide our clients with the best investment advice and solutions possible and an unparalleled client experience, today and in the future.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 520-615-4329, jennifer.carroll@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.

Meet the team

Learn more about The Coronado Wealth Management Group

Pleased to serve you in multiple locations

We are proud to serve clients in multiple locations.  We invite you to contact us to set up a meeting in one of our convenient locations:

Tucson, AZ office

3430 E. Sunrise Drive, Suite 250
Tucson, AZ 85718

Leawood, KS office

4001 W. 114th Street, Suite 200
Leawood, KS 66211

Latest Insights

Man looking at stock charts

The fine, frustrating U.S. equity rally

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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