Tempel-Reser Wealth Management Team

Welcome to the Tempel-Reser Wealth Management Team website

Our team provides comprehensive wealth management solutions for families and businesses.

Our objective is to provide our clients with a knowledge base to form realistic expectations for portfolio return. The foundation of our practice is the client. Service is our top priority. We learn what our clients need, and while we address their risk tolerance we lay out the systems, procedures and methods necessary to achieve those needs. Our practice is run with the same level of integrity that we expect in our personal business relationships.

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Service is our top priority

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Investment philosophy

It is our goal to provide quality service aimed at building the net worth of our clients. The cornerstone of our investment philosophy is to preserve capital and to reduce risk. We achieve this by becoming your comprehensive wealth manager.

We will consistently strive to observe the highest professional and ethical standards and constantly seek ways to improve service while increasing our client’s wealth.

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Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. 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. To set up a consultation, please contact us.