Sharing your vision, earning your trust

Welcome

Thank you for taking the time to visit our team's website. Our site is designed to provide you with an introduction to our team, along with access to resources, tools, and research that will help you navigate the ever-changing world of investing. The Pacific Group adheres to a simple mission: to obtain a comprehensive understanding of our clients' evolving personal and financial situations and provide diligent investment planning and operational excellence. After all, it's not just your money...It's your life.

Please feel free to explore our site and contact us for further information about our team's approach to wealth management planning, investment management & analysis, and fiduciary practices. We offer focused and personalized expertise for individuals, families, foundations, businesses, and qualified retirement plans.

We encourage you to meet our team by clicking on the About Our Team link in the upper left-hand tool bar. To learn about our wealth management approach, please click on the Our Approach link. Finally, the Reports & Fact Sheets, Newsletters and Market Commentary links provide useful information that pertains to current markets and products.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.

Global Insight 2019 Outlook

While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  Please click on Contact to set up a meeting.
-Scottie, Steve, Jeff and Brian

Meet our group

Learn more about The Pacific Group

 

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