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.

Climate change: Changing the investment climate

Investors should pay attention to how climate change is changing the investment climate as economic activity could be impacted, as well as investment returns. It’s not all bad news as climate change may also offer new opportunities. Read the full economic outlook in the latest edition of Global Insight.

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