Trusted advice & exceptional service


Welcome to our website

We provide wealth management solutions to individuals, families and business owners to help them reach their financial goals by combining knowledge, personalized service, and integrity. Creating financial security and peace of mind for your family is of great importance to us. Our goal is to be a resource for all of your financial needs.  

Funny money: Is the future of fixed income fixed expenses?

The sub-zero interest rate experiment has changed the way central banks fight recessions. And with central banks going deeper down the rabbit hole of negative rates, we look at how investors can navigate the upside down world of negative-yielding debt. Read the full economic outlook in the latest edition of Global Insight.

Wondering what to do with your retirement plan?

When you leave your employer, you have several choices to make with your retirement plan. You can roll it into an IRA, move it to a plan with a new employer, keep it in your former employer’s plan or take your distribution in cash. Learn more by reading about the  RBC Rollover IRA .
 

Contact us

Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Meet the team

Learn about The Stocker Team


 

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