The Comprehensive Impact Investment Group

How we serve you

As investment professionals, our practice is structured to help our clients achieve their financial goals through wealth planning and thoughtful investment management that adheres to their ethical beliefs. We are focused on helping grow and preserve the long-term, permanent capital of nonprofit organizations and private clients, with a focus on animal welfare, environmental, and socially-conscious investments. Our team’s goal is to provide customized investment plans that align with our clients’ ethical belief systems and help achieve both their financial and social goals. Our team creates diversified portfolios that help clients focus on tax-considerate income streams. We leverage RBC’s global resources, establishing a relationship to develop customizable solutions to address estate planning, insurance, and lending needs. Our goal is to develop long-term relationships based on integrity, trust and respect. In working with us, you will find that the breadth and depth of the services we offer, when combined with personal care and attention, fosters a trusting relationship that extends beyond the investment portfolio and can span generations.

Our values are at the core of every choice we make. Making decisions with greater purpose helps the world become a better place for everyone, which is why so many people are choosing to let their beliefs guide the way they invest.

Like many of our clients, we’re focused on community involvement, animal welfare and environmental responsibility as a way to support both current and future generations. To help you create positive social and environmental impact, we offer several ways for you to invest that can align with your values.

The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

The 2026 Forbes “Best-In-State Wealth Management Teams” award was announced January 2026. Data as of 3/31/25. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

The 2026 Forbes "America's Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2026. Data as of 9/30/2025. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com

The 2026 Forbes "Best-In-State Wealth Advisors" award was announced April 2026. Data as of 6/30/2025. The award is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes advisor's best practices, client retention, industry experience, compliance records; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

How we serve you

Global Insight Monthly

Global Equity: Push & Pull

Why investors choose RBC Wealth Management

Let's take the next step together

Proud to work with nationally recognized teammates

Proud to be a Forbes Best-in-State Wealth Management Team

Bulletin Board

Latest Insights

Global equity: Push and pull