Global Insight 2019 Outlook

While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.

Supporting our service members

We are very proud to help support paws4vets, a program that trains assistance dogs for wounded veterans and active-duty service members. Each of our locations in the Dallas area Our branch is sponsoring a veteran/assistance dog team, helping transform the lives of veterans and their families. Please visit the paws4vets program website to learn more or contribute to this organization.

Estate Planning Rule #1: Spouses Come First

When you think about estate planning, your children and grandchildren are probably the loved ones that initially come to mind. But for most people, the first step is usually transferring wealth from one spouse to another. We can help ensure your husband or wife lives comfortably for the remainder of his or her years before transferring the family legacy on to your heirs. Learn more in our special report The Modern Couple's Guide to Legacy Planning and contact us today to learn how we can help.


Are you helping your children pay for college?

With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Contact us today to discuss which option may be right for you.

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.

Bulletin Board

Wall street with a Texas accent


A plan for you, and you alone.

Of the hundreds of clients we have worked with over the years, no two have had exactly the same financial and personal circumstances. So rather than trying to shoehorn everyone into the same mold, we strive to understand your unique needs and objectives. Then we sit down together and help you build a plan designed to use your available resources to lead the kind of life you want to live.

As no decision about your wealth should be made in isolation, we assist you in evaluating all aspects of you financial needs in order to create a holistic financial plan. We are here to answer your questions and offer our best advice anytime you need us.

Meet the team

Learn more about The Evergreen Group.


 

Retirement Announcement - Chuck Crowson

On December 31st, 2017 I will be retiring from my position with the Evergreen Group at RBC Wealth Management.  Natalie and I are excited to embark on the next phase of our lives and feel like the time is right to make this transition.

I want to sincerely thank you for the trust you have placed in me and our team over the years.  I personally consider it an honor to have worked with you and been a part of your journey to accomplish your financial objectives.

I also want to thank my partners, and Karen and Bonnie, our registered associates.  They have done a great job helping me plan and execute this transition making the changes seamless for our clients.  I have spent the past several months bringing them up to speed on relationships where I am the primary point of contact.  They have been a great group to work with and I can assure you they will continue to work on your behalf in a manner that meets the level of excellence to which you are accustomed. 

Finally, I want to thank RBC Wealth Management. They are the right firm at the right time for our clients and for the Evergreen Group to continue building on our clients’ past successes toward a bright future.

Natalie and I are thankful for your friendship and trust, and we look forward to a blessed retirement.

Sincerely,

Chuck Crowson

 

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