The Lone Star Group at RBC Wealth Management

Welcome to The Lone Star Group

To be the financial advice team of choice - Our commitment

Provide clear and timely communication.
Resolve problems quickly and to our clients satisfaction.
Possess a comprehensive breadth and depth of industry knowledge.
Have our client's best interests behind every financial recommendation.
Fully disclose all our fees.
Inform clients of any events that might impact their finances.
Deliver high level personal service.
Care more about our clients than just their investments.
Understand our clients goals and needs.
Help create and execute an up-to-date, formal, and individualized wealth plan.
Coordinate with clients trusted advisors.
Use outside (specialists) to help our clients with other financial areas.

Latest Insights

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How to protect your business from ransomware attacks

Jun 15, 2021 | RBC Wealth Management

Protecting your business from cybercriminals begins with understanding what ransomware attacks are, what you can do to prepare and how you can recover if you are targeted.

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How my father’s dementia diagnosis woke me up to the real cost of care

Jun 14, 2021 | Wally Chapman

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

elderly-mother-and-adult-daughter-reviewing-paperwork-together-on-kitchen-counter-in-page

Scams targeting older adults are on the rise—here’s how you can help

Jun 03, 2021 | RBC Wealth Management

Anyone at any age can fall victim to a scam, but there are several factors that make women particularly vulnerable.

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The Lone Star Group