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

We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.

Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers RBC Insured Deposits and RBC Cash Plus, cash sweep options that provide competitive interest rates. Visit RBC Insured Deposits rates and RBC Cash Plus interest rates to find our current rates. 

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

Welcome to the Crescent Group


The Crescent Group provides successful individuals, families, businesses, foundations and endowments with a roadmap for their financial future, adjusting it as circumstances change. We help alleviate stress and uncertainty for our clients by overseeing the management of their wealth plan and financial details. Using our global asset allocation strategies—combined with insights from RBC Wealth Management’s international team of professionals—we develop and adjust our clients’ wealth plans as changes in life circumstances and financial markets occur.

Learn more today.

Is your financial future on solid footing?

Click here to receive our Wealth and Wellbeing Checklist.

Your vision for the future. Our guidance to help you get there.

The Crescent Group never stops asking: “What’s next for you?” You have a vision for the future, and our wealth planning process guides you toward realizing that vision.

We listen, learn and then guide—building a plan unique to you and your vision. We’ll bring in RBC Wealth Management professionals to provide advice on specific areas important to you.

After assembling your wealth plan, we then implement The Crescent Group’s globally diversified asset allocation strategies, which we tailor to your specific goals and circumstances. In tailoring your specific global asset allocation strategy, we work with RBC’s international team of professionals, who continually analyze markets, securities, managers and industries—all to verify that your allocation remains on track.

Finally, our team proactively contacts you to maintain an open line of communication and adjust your plan for any new developments in your circumstances. We never stop asking, “What’s next for you?”

Meet the team

Learn more about the Crescent Group here


 

Contact

The Crescent Group

214-775-6401
carsten.frederiksen@rbc.com

Latest Insights

Financial data display

Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Read more

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.