Achieve Financial Freedom With Professional Wealth Management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, The Citta Group will take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth. 

Recent Posts

Economic impacts of non-economic policies

Economic impacts of non-economic policies

Sep 17, 2024 | Atul Bhatia, CFA

The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.

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Harris and Trump on the issues

Harris and Trump on the issues

Sep 12, 2024 | Kelly Bogdanova

A gulf exists between Kamala Harris and Donald Trump on policy issues. Following is an executive summary of the third article in our U.S. election series in which we address key policy differences that matter most to the economy and stock market.

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Credit where credit is due?

Credit where credit is due?

Sep 05, 2024 | Atul Bhatia, CFA

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

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Client Testimonials

"... Their service and attention to detail is unlike anything I've experienced with other advisors I've worked with in the past..." - Paul, 41

 

"... Their service and expertise gives me peace of mind that comes with the knowledge that my hard earned money is in very capable, caring hands..."               - Reno, 82

 

"... Their skill set is incredibly vast and they demonstrate excellent knowledge and ability to grow our investments that will ensure our future and the future of our family..." - Sandra, 53

 

"... They have broadened our understanding about investing and provided new ideas which have proven to be very effective and are giving us good results..." - Carol, 61

 

Read more of our client testimonials

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