How can we help you?

Our team offers comprehensive financial planning and discretionary portfolio management.

We serve families and business owners with complex needs in all stages of life. 

We're able to deliver personalized service while leveraging the resources of a global bank to support our clients as they build and preserve wealth, transition to retirement, and distribute assets to the people and causes that matter most to them.

To begin a conversation, contact us and schedule an appointment today.

Proud to work with a nationally recognized teammate

At The Schaefer Group, we are very proud that Financial Advisor Diane Schaefer was named a Financial Times Top 400 advisor in 2020, a Forbes Best-In-State Wealth Advisor in 2022 and 2023 and a Forbes Top Women Wealth Advisor in 2021, 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Diane!

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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U.S. Capitol building

U.S. debt: Not living on borrowed time

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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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.


The Schaefer Group


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