Our approach to wealth management
The Lone Star Group at RBC Wealth Management follows a disciplined wealth management process for each client relationship. The process is consultative in nature and is rooted in time-tested best practices:
- Mutual Discovery: A shared discussion about your objectives and expectations combined with our investment philosophy and services.
- Gather and Analyze Data: We review your financial documents including investment accounts, trusts, wills, insurance coverage and lending obligations.
- Proposal of a Plan: A presentation of a comprehensive family wealth management plan constructed to present a clear, guided path to help you fulfill life’s goals.
- Implement and Monitor: All assets are deposited and allocated in an appropriate fashion. Rebalancing and other tactical strategies are reviewed and discussed.