Who is MC Wealth Solutions Group?
We are a three- person wealth management team at RBC Wealth Management. Our team is made up of two financial advisors, Sue Chatfield and David Mozeleski, and a client associate, James Scheide. RBC Wealth Management’s U.S. headquarters are in Minneapolis, and its parent company, Royal Bank of Canada, is one of the world’s leading diversified financial services companies, one that is distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients. As wealth managers, MC Wealth Solutions Group takes the time to understand our clients’ goals and we offer personalized wealth solutions to help all of our clients reach those goals. We know what’s important to our clients — the success of their families, their personal aspirations and the legacy they want to leave behind.
What can you expect from our team?
No matter what stage of life you're in, you can depend on us to help you navigate the complexity of choices and challenges that planning for the future can bring. We offer wealth management solutions to help integrate all your interests—family, business, lifestyle and philanthropy. By taking a holistic approach to all your financial goals, we can help obtain the optimal level of asset management and coordination, while being mindful of tax and estate considerations.
What do you believe is the most important aspect of the services you provide?
Our mission is to help clients thrive! We view all clients as our family and provide a level of service that is worthy of being called a friend. Our clients feel confident that their wealth is being looked after by a responsible financial steward, and they select us because our character counts. When you choose MC Wealth Solutions Group and RBC Wealth Management, you will work with a company with deep resources, a reputation for putting the interests of clients ahead of our own and a passion for helping transform the lives of the people we serve.
DISCLAIMER:
RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.
