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

Infographic of male female caregiver breakdown percentages

The cost of caregiving falls disproportionately on women

Nov 23, 2021 | RBC Wealth Management

Did you know this about money management? Caregiving causes a financial impact on families—especially women.

Leaving a charitable legacy with donor advised funds

Nov 10, 2021 | RBC Wealth Management

Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?

house-on-beach-with-waves-eroding-shore-in-page

How climate change could impact your retirement plans

Oct 28, 2021 | RBC Wealth Management

Today, with wildfires, severe drought and hurricanes increasing in frequency, some are choosing to live out retirement closer to home saving the cash they would have otherwise spent for other wishes and wants.

Request Your Complimentary WealthPlan Analysis

Request your complimentary WealthPlan Analysis with The Lone Star Group to create a dynamic vision of your plan for retirement.

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The Lone Star Group