Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

Helping you grow more than wealth

Value statement

We combine sophisticated planning tools with professional resources to provide customized solutions. The Shafer McGuire Wealth Management Group and RBC Wealth Management are dedicated to providing the highest level of service to our clients by offering detailed and timely reporting, insight, experience and counseling on investment and governance issues.

Solutions and services overview

  • Investments
  • Retirement solutions
  • Portfolio research
  • Cash management
  • Credit and lending
  • Education savings
  • Insurance and annuities
  • Trust and estate planning
  • Executive services and employee solutions
  • Corporate services

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today for more information. 

Latest Insights

Shipping containers

Tariff deluge: RBC’s initial take

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

Read more

Bulletin board

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

Disclosures

The 2025 Forbes Best-In-State Wealth Management Teams award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

Christopher Shafer is currently registered to conduct business with residents of the following states: AZ, CA, CT, DC, DE, FL, GA, HI, IL, MA, MD, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX. California Insurance License # 0F61827.

Patrick T. McGuire, NMLS # 2021052 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Patrick T. McGuire is currently registered to conduct business with residents of the following states: AZ, CA, CT, DC, DE, FL, GA, HI, IL, MA, MD, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA. California Insurance License # 4280459.

Read additional advisor disclosures.