Strengthening your financial security


Welcome to our team website

Our mission is to provide unparalleled financial advice and service. We aim to build a client-centered, proactive business that provides professional money management and brokerage investment services to an exclusive list of high net worth individuals, corporations, nonprofits and pension plans.

Client centered

Our aim is to educate and assist our clientele in reaching their individual investment goals. We take the time to focus on the complete financial picture, while working with a team of specialists to ensure that all aspects of a client’s wealth management plan are satisfied. We specialize in high net worth individual investment management solutions and corporate investment services.


Service oriented 

Our practice is based on a foundation of service. We will go the extra mile to address the needs of our clients.

We believe in using sound and sophisticated business principles and cultivating long-standing relationships while helping clients build, manage, and preserve financial assets. As strong proponents of asset allocation theory, we base all investment recommendations on the goals, objectives, and risk parameters of the investor. We will build a comprehensive asset allocation to match risk parameters, and allocate capital within each asset class to specific investment management styles. We will continually monitor and reevaluate the portfolio on a regular basis and rebalance as needed.


Proud to work with a nationally recognized teammate

At The Carter Group, we are very proud that Financial Advisor Thomas Carter has been named a Forbes Best-in-State Wealth Advisor in 2022, 2023, and 2024, and an Advisor Hub - Advisor to Watch in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry- because it means we are serving our clients well. Congratulations, Thomas!

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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.

The Carter Group

Learn more about The Carter Group


 

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Latest Insights

Mountain reflection in water

Water: A key investable theme of 2024

Jul 15, 2024 | RBC Wealth Management

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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