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

Debunking debt disaster

Debunking debt disaster

Oct 04, 2024 | Atul Bhatia, CFA

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

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The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

Oct 02, 2024 | Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Draghi: Europe, time to press ahead

Draghi: Europe, time to press ahead

Sep 26, 2024 | Frédérique Carrier

Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.

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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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