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.

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

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.

Proud to be part of a AA- company

We are pleased to announce that our parent company, RBC, received the Standard & Poor’s investment grade rating of AA- which indicates a “very strong capacity to meet financial commitments.” This is the second-highest rating possible and is an example of our commitment to always maintaining the highest standards possible for our clients. Please contact us today to learn more about how we can put the strength of RBC to work for you.

Bulletin Board

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

Introducing The Savvy Investor’s Credit Workbook

Like most investors, building and preserving wealth may be high on your list of priorities. At the same time, it is important to remember that credit can also be a useful tool to help achieve your these goals. Visit our Savvy Credit Solutions page to learn how credit may fit into your financial goals and to download your copy of The Savvy Investor’s Credit Workbook today.


Meet the team

Learn more about The Evergreen Group.


 

Contact

Please complete the following form to request more information. *indicates a required field

*Required fields