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.

In conversation: Paying attention to the yield curve

The yield curve has reliably flagged the approach of U.S. recessions well in advance of their arrival. The next one is still some distance away, as the curve is probably a year or more from giving such an “early warning” signal. Read the full economic outlook in the latest edition of Global Insight. 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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