At The Vesta Group, we are very proud that Financial Advisor Kimberly Shappee was named a Forbes Top Women Wealth Advisor in 2022, 2023 and 2024, and a Forbes Top Next Gen Wealth Advisor in 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, Kimberly!
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
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insights
October 24, 2017
The Donor Advised Fund
Social Security At-a-glance
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Market week