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.

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

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

203-351-9326
skip.morton@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

Man meeting with financial advisor

Not a phantom rally in equity markets

Dec 01, 2022 | Kelly Bogdanova

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

Read more