Our philosophy

Wolf Raines Investment Group works collaboratively with RBC Wealth Management, a firm that serves the needs of accomplished professionals, by utilizing tools and guidance to assist us with integrated wealth management solutions. We understand that our client relationships depend not only on trust, but on the desire for confidence that we can deliver on their needs, wants and wishes on a timely basis while also identifying and planning for the unforeseen challenges of a dynamic lifestyle. Our team creates a uniquely tailored strategy for every client that includes goal reviews, personal risk tolerance and holistic long-term financial planning.

Once we identify each client’s unique needs, wants and wishes, we create strategies to:

• Create tax managed income to provide inflation-adjusted cash flows for funding retirement spending goals.

• Provide portfolio management that will not only help weather market downturns in retirement, but also balance current income needs with periodic wants and long-term growth.

• Coordinate with our client’s extended financial team, including accountants, legal and estate professionals, and others to implement tax minimization strategies and enable the transfer of wealth according to client’s wishes.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight 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.

Our Team

Dennis Wolf

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Latest Insights

mature business owner looking at ipad

Exploring the psychology of charitable giving: Three mental barriers that hold donors back

Despite generational differences, the obstacles donors face around giving are largely the same.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields
Disclosures

Dennis Wolf is currently registered to conduct business with residents of the following states: CA, CO, FL, IL, IN, KS, MN, MO, NY, SC, WA.

Dennis Wolf, NMLS # 1830173 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.