The Clift Group - RBC Wealth Management

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.

The Clift Group has been named a NAPA top DC Advisor Team

We are very proud to have been named a top DC Advisor Team by NAPA for 2020 and 2021.

<p>The 2020 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2020. Data as of 12/31/2019. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.</p>

<p>The 2021 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2021. Data as of 12/31/2020. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.</p>

Global Equity: Tight fitting

The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

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.

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