Let's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.
Bulletin Board
Disclosures
Katie Clark is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, WY. California Insurance License # 0H26425.
Katie Clark, NMLS # 532857 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.
Kristin Pfeiffer is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY.
Social Media
See footer below for group’s social profiles >
Despite his $100 million contract, Guy Fieri has a strict rule for his Gen Z kids' inheritance: They must get two degrees
Every family thinks about inheritance & legacy differently, and these views often reflect family values instilled by past generations. Guy Fieri is following in Shaq's (big) footsteps with "if you want any of this cheese, you’ve gotta get two degrees”, what is your family's approach? Our multigenerational team loves working with families to share best practices and steward wealth and values to the next generation. https://fortune.com/2025/04/16/food-network-star-guy-fieri-millionaire-inheritance-strict-rules-for-children-two-degrees/
Read MoreThe Katie Clark Group - RBC US Wealth Management - Events
Join us next week for a timely market update on the key investment themes and opportunities we see ahead in 2025! Alan Robinson, from our Global Portfolio Advisory Committee, will share our thoughts on the current economic landscape and outlook for 2025, discuss key drivers and trends taking place in the markets, and answer your most pressing questions. Tuesday March 25 4PM ET https://us.rbcwealthmanagement.com/thekatieclarkgroup/events
Read MoreThe Katie Clark Group - RBC US Wealth Management - Events
Curious about alternative investments? Join our "Demystifying Alternative Investments" webinar next Tuesday February 25! Alternatives provide access to investment opportunities outside of traditional stocks and bonds - but exactly what does that mean? We will discuss the different types of alternative assets, how you can invest in alternatives, the potential benefits and risks of including alternatives in a portfolio, and more. https://us.rbcwealthmanagement.com/thekatieclarkgroup/events
Read More