Proud to work with a nationally recognized teammate

At Turner Wealth Management Group, we are very proud that Financial Advisor Kirstin Turner was named a Forbes Top Women Wealth Advisor Best-In-State in 2023 and 2024. 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, Kirstin!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Dedicated to earning your trust

Turner Wealth Management Group is a group of proven investment professionals who are dedicated to providing customized wealth management solutions to individuals, families, small businesses, corporations and foundations. Our mission is to advise, guide and motivate clients to implement strategies that will help simplify their lives, as well as grow and preserve capital.

Wealth management approach

Our highly experienced team works with you to develop strategies and recommend personalized solutions designed to help you accumulate, protect, and transfer your wealth. Our approach is flexible, accommodates your unique situation and includes:

  • Understanding your financial objectives
  • Gathering your current financial information
  • Developing smart, time-tested strategies
  • Implementing thoughtful and creative solutions
  • Providing timely, ongoing service and reviews

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 start the conversation

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Contact

Turner Wealth Management Group

561-691-5323
telby.turner@rbc.com

Social Media

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Cognizant Classic 2025! It’s gorgeous day in South Florida.

Happy Valentine's Day from the Turner Wealth Management Group! ???? #ValentinesDay

Kirstin and I had the pleasure to visit some of our valued clients in California this past weekend and do a little sightseeing of the California redwoods! RBC and The TWMG could really be compared to these fascinating trees. Just as giant California redwood trees thrive through deep roots and resilience, a strong business and practice relies on solid foundations, adaptability, and strategic growth to withstand challenges and achieve lasting success for our clients!

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Latest Insights

calculator and tax form

What you can do to mitigate tax surprises every year

Mar 07, 2025 | RBC Wealth Management

Professional advice is essential for complex financial situations—a tax surprise can hit at any time.

Read more

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.