The best returns are more than financial

What makes us different? 

The Faulkner Wealth Management Group brings a superior client experience to the world of Private Financial Management: from a thorough understanding of our client’s goals and how they are translated into the proper financial allocation, to the ongoing management and exceptional servicing of these accounts. We deliver the best possible outcome for the client searching for cost effectiveness, ease of understanding and superior returns.

Global Insight: An old risk awaits offstage

A damaging surge in inflation is not in anyone’s forecast, including our own. But two conditions that have pushed inflation higher in the past are now present. Vigilance and preparedness are called for. Read the full economic outlook in the latest edition of Global Insight.

New regulations to help safeguard retirement investors

The Department of Labor (DOL) fiduciary rule is now effective. RBC Wealth Management is (and always has been) committed to putting the interests of clients first as well as preserving choice regarding investments and how to pay for services. Learn more about the DOL rule and contact us today to discuss your retirement goals.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.

Meet our team

Learn more about
The Faulkner Wealth Management Group. 

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