The Sturtevant Group at RBC Wealth Management

Did you know, family-owned businesses are a main contributor to the economy? Message me to discuss your business goals and help you plan for the future.

Did you know, destination weddings are all the rage right now with a 32% growth rate year over year? Let’s talk if you’re planning or funding one.

Did you know, there has been a surge in installing sport courts in homes and backyards for the physical and mental health benefits? Call me to discuss if this investment makes sense for your goals.

Did you know, there are charitable giving benefits outside of annual year-end gifting? Check out matching-gift options through your company. Message me to discuss more gifting strategies.

Did you know, more Americans than ever owe income taxes instead of getting a refund on April 15. Planning ahead is key. Call me today to help.

Did you know there are just as many ways create social change with your dollars as there are to make change for it? Social justice investing is on the rise and RBC Wealth Management advisors can help with your responsible investing options.

Did you know Valentine’s Day spending is expected to hit $25.9 billion? This Valentine’s Day make a date to discuss finances with your significant other. Financial compatibility is key to relationship longevity.

Did you know that housing costs are a significant expense for most people? Check your financial fitness—let’s connect and create a healthy budget to meet your financial goals.

Did you know it’s never too early—or too late—to make a plan for retirement? January is a great time to connect with your financial advisor and examine your financial well-being.

Did you know this about money management? Parents, we support you in helping your children reach financial independence. Contact me to receive age-appropriate financial resources for your needs.

Did you know this about money management? December is an ideal month for year-end gifts. I can help you incorporate charitable giving into your wealth plan. Contact me to learn more.

Did you know this about money management? Women are gaining more wealth than ever before. At RBC Wealth Management, we’re here to support you. Contact me to learn more.

Did you know this about money management? If you’re engaged in charitable giving, I can help you plan to make an impact now and through your retirement years. Contact me for a consultation.

Did you know this about money management? The cost of housing continues to climb. If you're looking to buy your forever home, contact me to help with your planning.

Did you know this about money management? Helping your loved ones attend college requires planning. Contact me to learn how to invest now for their future education

Did you know this about money management? If you want to take advantage of the rapid growth of artificial intelligence and invest in AI technology, we can help. Contact me to learn more.

Did you know this about money management? If you’re interested in sustainable investing, we’re experienced in helping align your investments with your values. Contact me to learn more.

Did you know this about money management? Back-to-school season is a great time to help educate the youth in your life on finances. Contact me for age-appropriate toolkits.

Did you know this about money management? If owning a vacation home is one of your goals, we can help you make a plan to achieve it. Contact me today to get started.

Did you know this about money management? Many people experience financial anxiety, but working with a financial advisor can help. Contact me for guidance.

Did you know this about money management? If you are unsure whether you have enough money to comfortably retire, contact me to set up a consultation.

Did you know this about money management? June is a great time for a mid-year evaluation of your current financial situation. Be sure to assess your consumer debt and more. Contact me with questions.

Did you know this about money management? Financial scams are increasing and older adults are often targeted. Contact me to receive tips on how to help prevent financial abuse.

Did you know this about money management? Springtime often rings in the wedding season. Have you and your loved ones planned for this major expense? Contact me today to discuss saving strategies for life events like this.

Did you know this about money management? Education savings plans, including 529 plans, can help with college costs for your loved ones. Contact me to learn more about education savings accounts.

Did you know this about money management? It’s important to consider long-term care costs in retirement planning, especially as costs are anticipated to rise over the years. Contact me to review your long-term care plans.

Did you know this about money management? Talking about family wealth provides future generations better knowledge about how to manage—and keep—it. Contact me to help facilitate those discussions.

Did you know this about money management? Good planning is important when it comes to enjoying life in retirement. Schedule a meeting with me today to review your retirement plans.

Did you know this about money management? Freelance—or gig—jobs are popular with young professionals, but may require careful budgeting to make a living. Contact me for a copy of our Money matters for young professionals handbook.

Did you know this about money management? It’s financially beneficial to be proactive in applying for life insurance—starting in your 20s. Contact me for help with your long-term wealth planning.