Our team’s mission is to bring a high level of care, integrity, and expertise to managing your financial life. Freeing you to pursue your life’s passions.
You are unique, and your needs are very personal to you. Our first priority is to truly understand you, your personal and financial circumstances, as well as your specific needs. We also understand that everyone has their own unique emotional needs intertwined into the wealth management process. A critical component that we think makes our process more effective over the long term.
You can expect a personalized plan tailored to your specific goals and risk tolerance, while aligning your investments with your values. You are always at the center of our work and the exchange of ideas is encouraged. Preserving and protecting your wealth is key, and our disciplined approach is both purposeful and opportunistic. This allows for flexibility with every changing market and economic conditions.
With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2023.
Revised 1099 Tax Information Summary
(tax year 2020 - revision 1)
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about The LaCross Team
January 30, 2023
Market week
December 5, 2022
Global Insight 2023 Outlook
January 11, 2023
Investor's Edge
May 18, 2022
401(K) Plan
May 10, 2022
Cyber security - Strategies for staying safe online
March 18, 2021
Daily market view
A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.
The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. Read the full economic outlook in the latest edition of Global Insight Monthly.
