Patrick Pfahl, Financial Advisor at RBC Wealth Management

Call Directions Website Contact the business

Patrick Pfahl, Financial Advisor at RBC Wealth Management At RBC Wealth Management, we take the time to understand your goals and offer customized wealth s

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. 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. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

09/10/2026

The Summer 2026 Investor’s Edge newsletter is out. Whether you find your stocks have become concentrated, want to know how the One Big Beautiful Bill Act can impact your estate plan or want to better understand how your ZIP code can impact your taxes, we’ve broken it down for you.

Plus, why your 30s is the best time to act on Roth conversions and five things you can do with your wealth without selling investments. You’ll get it all in this quarter’s newsletter.

Having experience working with many families like yours, I can help facilitate a successful family meeting.I can coordin...
08/03/2026

Having experience working with many families like yours, I can help facilitate a successful family meeting.

I can coordinate with your team of professionals—estate planning attorneys, CPAs and trust officers—along with you and your family to help ensure you have the expertise needed to achieve your vision for the future.

Your legacy deserves more than guesswork.

Reach out to me for support today.

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth ...
06/26/2026

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth and withdrawals for qualified education expenses, including K-12 tuition. The earlier you start, the more time your money has to grow. Plus, contributions may qualify for state tax deductions.

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communic...
06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

04/29/2026

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

College planning and estate planning don’t have to be separate conversations. With the right strategies, you can help fu...
04/10/2026

College planning and estate planning don’t have to be separate conversations. With the right strategies, you can help fund education for the next generation while thoughtfully managing your estate. Reach out to help find the right balance.

Your legacy isn’t just what you pass down, it’s also the future you help build. You can help support your grandchild’s e...
04/03/2026

Your legacy isn’t just what you pass down, it’s also the future you help build. You can help support your grandchild’s education with a college savings plan.

Don’t let four years of college turn into 20 years of payments. Your idea of graduating debt-free starts with a strategy...
03/30/2026

Don’t let four years of college turn into 20 years of payments. Your idea of graduating debt-free starts with a strategy. Let’s build a game plan that keeps you moving forward.

03/20/2026

While the NCAA®️ basketball tournament is underway, check out RBC Wealth Management’s college cost brackets to help you assess and set your financial goals for yourself or your loved ones.

Meet your starting lineup for education planning. Let’s touch base on planning and saving for the college-bound students...
03/16/2026

Meet your starting lineup for education planning. Let’s touch base on planning and saving for the college-bound students in your life.

Address

1420 London Road, Suite 201
Duluth, MN
55805

Telephone

+12187288403

Website

Alerts

Be the first to know and let us send you an email when Patrick Pfahl, Financial Advisor at RBC Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Patrick Pfahl, Financial Advisor at RBC Wealth Management:

Shortcuts

Share

Category