Greyrock Wealth Advisors at RBC Wealth Management

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Greyrock Wealth Advisors at RBC Wealth Management

Helping you grow more than wealth 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.

12/08/2025

Wealth isn't just what you leave behind, it's part of the legacy you pass on.

A well-designed wealth transfer plan helps protect assets, strengthen family bonds and pass your values on for multiple generations.

Contact me to learn about RBC Echelon, and we can help you and your family communicate and prepare for the future.

11/24/2025

For families balancing wealth, legacy and philanthropy, a donor-advised fund (DAF) can act as both a planning strategy and a vehicle for values-driven giving.

Have you considered how a DAF could fit into your family's philanthropic vision?

I can help. Contact me today.

11/19/2025

RBC Wealth Management – U.S. recently conducted a national survey of wealthy individuals to provide insights into the family dynamics of wealth transfer.

We found that wealth transfer goes beyond money, it’s about passing down values and priorities. Open, values-based conversations with family members help allow a family to build on the past and project those values into the future.

I can help you start the conversations toward creating a legacy with family harmony.

11/17/2025

When it comes to your health, is the standard enough?

Affluent families increasingly turn to options for additional access, priority coverage and concierge medicine.

If private health care is a strategy for you, contact me for our RBC Echelon distinctive solutions.

11/13/2025

At RBC Wealth Management, we understand how valuable education is to you and your family, along with the importance of your privacy and safety.

RBC Echelon works with one of the nation’s leading security consulting firms that can consult on studying abroad best practices for social media, situational awareness training and emergency protocols.

Contact me to learn more.

09/18/2025

You are in a unique position to make a lasting impact with your philanthropic giving. At RBC Wealth Management, we’re committed to helping you achieve your goal of giving with intention.

Ask me about the RBC Echelon partners that can help develop a philanthropic strategy to elevate your impact to the next level

08/07/2025

Private jet travel is all about you and your lifestyle. Traveling on your schedule, you gain access to thousands of airports – including hard-to-reach destinations promising new adventures and unmatched privacy. Let’s talk about how our bespoke travel services can take your family in new directions.

07/08/2025

Your family’s safety isn’t optional—it’s essential. Threats can strike anytime. Get expert risk assessments, real-time monitoring and elite protection when it matters most. Contact me to learn more about RBC Echelon’s global security partner.

06/26/2025

At RBC, we understand how important preserving family values and ensuring legacy is. Since education is a core value, RBC Echelon partners with one of the nation’s leading college preparatory consultants to offer guidance to position your children and grandchildren for success.

01/18/2025

We are excited to announce that the one and only Kyle Danford has recently been promoted to Senior Vice President by RBC Wealth Management.

Kyle has been a key part of Greyrock Wealth Advisors for over a decade. His unwavering commitment to taking care of clients and helping those families as they focus on building and protecting their wealth and creating a legacy is inspiring and true to our teams mission. In addition Kyle serves our team in many ways and has been a big contributor to our teams success and recognition over the years.

We appreciate Kyle for all he does for our clients, our team and for our community. His selflessness and heart for others is evident, and for those that know Kyle we know you will agree... Unless of course, you are facing Kyle in a golf match and in that case we wish you the best of luck.

01/17/2025

The beginning of the year is a great time to contribute to your Traditional or Roth IRA. Every day counts toward securing your financial future. Seize this unique opportunity to contribute for both 2024 and 2025. Let’s connect and make those contributions today.
https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/rbc-retirement-paycheck.pdf

01/15/2025

Congratulations to Greyrock Wealth Advisors very own Austin Schuler who was recently promoted to First Vice President by RBC Wealth Management.

Austin is an integral part of our team and exemplifies professionalism, excellence and integrity in all he does. Austin first joined our team over seven years ago and is an integral part of our team.

We are grateful to Austin for all he does for our clients and for his teammates. His knowledge and expertise as a financial advisor is unparalleled and his ability to provide clear guidance and solve complex problems is invaluable. We look forward to following Austin and his future professional successes .

Please join us in congratulating Austin!

Address

3041 East Harmony Road, Suite 200
Fort Collins, CO
80528

Telephone

+19702061174

Website

https://us.rbcwealthmanagement.com/greyrockwealthadvisors/

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