The Sturtevant Group at RBC Wealth Management

Did you know most consumer purchase decisions are made by women? Not only are women the breadwinners in nearly 50% of families, they also overwhelmingly decide where that money should go. Is this true for your household?

Did you know financial wellness can affect your physical health too? Studies have tied financial confidence to a lower risk of stress-related cardiovascular issues. Reach out for a financial health check-up.

Did you know research suggests that couples who communicate regularly about money report greater financial confidence? Shared goals and regular communication are both key.

Did you know your finances and health are closely linked? Health issues can be expensive and chip away at funds for your nest egg. Use the new year as an opportunity to feel more confident about your financial wellness by messaging me to discuss your customized plan.

Did you know reviewing your benefits annually can play a key role in wealth planning? Making the most of your employee benefits can be an important part of your overall financial wellness. Check your benefits and message me to learn more.

Did you know the most impactful gift can be monetary? If you know someone’s been saving for a home or is passionate about charity, a financial gift might be the most significant thing you can give them. Connect to learn more.

*RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information see Legal and Tax Advice https://bit.ly/4aFIEn1

Did you know it’s important to brush up on your cybersecurity this holiday season? With more money spent during the yuletide than ever before, it’s important to stay vigilant. Chat with me for resources and tips.

Did you know financial advice and data can help business owners thrive? Running a business involves many moving parts and it is impossible to be an expert at all of them. Reach out to see how I can help.

Did you know a large portion of U.S. investment opportunities are in private markets, a key segment of alternative investments? Alts have moved into the spotlight for investors and offer unique investment opportunities which may complement your portfolio. Connect to talk more.

Did you know sports are big business? A lot of time and money is spent on sporting events each year. If you’ve been dreaming of a trip to support your favorite team, you may also want to check on your finances. Let’s discuss how your portfolio’s roster looks this season.

Did you know estate planning is important regardless of your level of wealth or the assets you’ll leave behind? It affects far more than money, as estate documents can affect minor children, health care decisions and more. Reach out to talk it over!