The Will and Lobo Wealth Management Group

Value statement

Your money or your life? Whether someone is retired or still actively working, there is very little doubt that managing our personal finances is not easy — it’s complicated and ever changing. Many people discover that managing their personal finances is much like having a second full-time job. In this situation, the quality of our lives can decline and we spend time in worry and stress,

At The Will and Lobo Wealth Management Group, our principal objective is to understand your particular financial structure and discover your specific lifestyle priorities. We then ask the all-important question: Will you have sufficient funds to meet all of your objectives?

We strive to create a highly detailed and comprehensive wealth plan that fully incorporates all the required needs and wants of an individual or family. The starting point for investing is not picking a stock or bond but rather developing a comprehensive investment solution that runs parallel to your very unique and personal life goals.

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

Are you helping your children pay for college?

With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Learn more about college savings plans or contact us today to discuss which option may be right for you.

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.

Creating a Lasting Legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

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.