Let us help you grow more than wealth


Our mission statement

We provide high quality, customized wealth management services to individuals and their families, corporations and qualified plans. We also offer independent consulting services to foundations, endowments, trusts and charitable organizations. We believe a prudent way to accumulate wealth and defer taxes is to invest in high quality stocks and bonds that are both technically and fundamentally sound. After identifying the risk profile of a client, we assess the risk levels of both the stock and bond markets. Only then do we choose the strongest sectors and begin building the portfolio. Successful investing requires a disciplined process that includes goal setting, developing an appropriate, long-term game plan, constant risk management, and an adherence to client goals. Ultimately, we believe in employing an investment methodology for stocks and bonds that adapts to any economic and market environment…an investment methodology that never goes out of style.

Never let emotional decisions replace rational judgment.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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 take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Contact

The Morton Caulford Group

203-351-9333
angelika.caulford@rbc.com

Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn more.

Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Apr 15, 2024 | RBC Wealth Management

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Read more