Let us help you grow more than wealth


Our mission statement

We provide high quality, customized wealth management services to individuals and their families, corporations and qualified plans. We also offer independent consulting services to foundations, endowments, trusts and charitable organizations. We believe a prudent way to accumulate wealth and defer taxes is to invest in high quality stocks and bonds that are both technically and fundamentally sound. After identifying the risk profile of a client, we assess the risk levels of both the stock and bond markets. Only then do we choose the strongest sectors and begin building the portfolio. Successful investing requires a disciplined process that includes goal setting, developing an appropriate, long-term game plan, constant risk management, and an adherence to client goals. Ultimately, we believe in employing an investment methodology for stocks and bonds that adapts to any economic and market environment…an investment methodology that never goes out of style.

Never let emotional decisions replace rational judgment.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Contact

The Morton Caulford Group

203-351-9333
angelika.caulford@rbc.com

Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn more.

Latest Insights

Financial data display

Weaving the threads of U.S. equity outperformance

Jul 11, 2024 | Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Read more