Welcome
Our mission is to provide customized wealth management solutions focused on achieving your financial goals.
Every client is different - and every client should have a Wealth Plan and an investment portfolio that reflects their unique goals and needs. We take the time to build deep, long-lasting relationships and trust across generations, and we support our clients throughout every phase of life. We are passionate about bringing confidence and clarity to our clients' lives and legacies.
Our website is designed to introduce us and our approach to wealth management, as well as share our latest market insights, research, and resources to keep you informed.
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The Katie Clark Group - RBC US Wealth Management - Events
Thursday May 29th is "529 Day" and to celebrate we are hosting a webinar on "Saving for Education". Education can be one of the most important investments in a child’s future - as well as one of the larger expenses for parents and families. During this webinar, we will share how a 529 plan can help you save for a variety of education expenses, the key considerations for setting up and funding a 529 plan and information on the recently added 529 Roth IRA rollover option. https://us.rbcwealthmanagement.com/thekatieclarkgroup/events
Read MoreThe Katie Clark Group - RBC US Wealth Management - Events
Join us next Tuesday April 29th for an informative webinar on "Estate Plans and Trusts - Planning for Your Legacy". An estate plan is essential to help you secure your legacy and make a lasting impact on the people and causes important to you. There are many tools available to help create an estate plan and incorporating a trust may be an effective way to accomplish your goals. During this webinar we will share key considerations and actionable insights for creating and maintaining a successful estate planning strategy. https://us.rbcwealthmanagement.com/thekatieclarkgroup/events
Read MoreDespite 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/
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