Your unique financial situation requires personalized guidance
You've worked hard to build the wealth you have and you don't want to be blindsided by unknown risks you may not be aware of.
Your investment portfolio is just one key part of your overall wealth management plan. To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation, drawing on the expert support of the RBC Family Office Services Team.
Whether your goals include converting the equity in your business into an enhanced retirement benefit, planning for your children's or grandchildren's expenses or leaving a family legacy, RBC Family Office Services team members can provide guidance and suggest strategies to help you achieve your goals in a tax-efficient manner. Butler Wealth Group can build on these strategies by suggesting potential solutions, which can then be implemented in coordination with your own tax and legal professionals.
Our team wants to understand your story, and provide solutions to the questions that you need answers to. Contact us today at 902-424-1032 to schedule a no obligation, introductory meeting.
