Wealth planning is more than just balancing a portfolio. Wealth planning is building a future that supports the ambitions and aspirations we dream for ourselves and our family. The Core Group at RBC Wealth Management understands that passion.
As your financial advisor, we oversee your wealth, aligning your interests with our own to help you achieve what you envision for your destiny. We shoulder the details of managing your money, overseeing investments and protecting your assets, while also designing the path that gets you where you want to be.
We work with select clients, including families who want an advisor to help manage their estate, entrepreneurs who have built their own path, and those who have experienced divorce and want a guide to shepherd them through this next phase. We are always eager to hear your thoughts and share your enthusiasm for these next steps. We invite you to talk with us about how we can change the way you think about your financial life—and your future.
At The Core Group we are proud to be a bi-coastal team serving clients out of both the Boston and Century City offices. We invite you to contact us to set up a meeting in one of our convenient locations:
1901 Avenue of the Stars, Suite 1400 Century City, CA 90067
53 State Street, Suite 3600 Boston, MA 02109
As a wealth management team, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
The relationship between government bond yields and exchange rates is more complex than many investors realize.