The Sargenti-Pace Wealth Management Group at RBC Wealth Management offers a comprehensive suite of services tailored to high-net-worth individuals and families. Led by experienced advisors Gary Sargenti and Carlton Pace, the team emphasizes a personalized approach to financial planning, focusing on understanding clients’ unique goals and values.

Their offerings include discretionary portfolio management, retirement income planning, estate strategies, and access to alternative investments. The group utilizes RBC’s global resources to provide clients with a holistic view of their financial landscape, ensuring strategies are aligned with both current needs and future aspirations.

Additionally, they address 13 critical wealth management issues to help clients build, preserve, and transfer wealth effectively.