Value Statement

The Gress Lodge Group works with affluent families that seek financial independence, enabling them to focus more on those areas that give their lives meaning and purpose. We utilize the wealth management planning process by developing a meticulous strategy in three areas: asset, risk, and legacy planning. A sound plan means nothing without attention to detail in design and implementation. Individual needs change and evolve, as do financial markets, and these changes must be regularly addressed.

Gain financial flexibility

Be prepared for almost any financing need 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 smart, yet potentially untapped source of opportunity.

The Financial Impact of Dementia

A diagnosis of dementia in you or a loved one can have a devastating impact on you—physically, emotionally and financially. View the video below to hear from children’s author Nancy Carlson on her family’s experiences and download The Financial Impact of Dementia today.

Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.

Global Insight 2019 Outlook

While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.

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.

SAVE THE DATE

Please join RBC Wealth Management for our 5th Annual Women’s Empowerment Forum discussing: 

Wealth Confidence, Health Confidence, Self Confidence

A full day of education, empowerment and celebration of confident women.

Friday, January 11, 2019 | 8:30 a.m.–4 p.m located at New College of Florida