Pier View Group, RBC Wealth Management

08/28/2026

Your interest rate may not tell the whole story. If your interest is tax deductible, your after-tax borrowing cost could be lower than you think.

Learn more about how strategic borrowing could work for you. https://bit.ly/4qFC7Pa

08/24/2026

A quick reminder of what RBC Premium Savings delivers to you:

• Earn a competitive yield, currently 3.56% APY

• Deposit $25,000 or more in net new cash into your brokerage account

• Cash protected with up to $200 million in FDIC coverage

• Same-day access to your funds through your financial advisor

Simple. Secure. Built into your existing RBC Wealth Management account.

𝘐𝘯 𝘵𝘩𝘦 𝘙𝘉𝘊 𝘗𝘳𝘦𝘮𝘪𝘶𝘮 𝘚𝘢𝘷𝘪𝘯𝘨𝘴 𝘱𝘳𝘰𝘨𝘳𝘢𝘮 (𝘵𝘩𝘦 “𝘗𝘳𝘰𝘨𝘳𝘢𝘮”) 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘴 𝘢𝘳𝘦 𝘴𝘦𝘯𝘵 𝘵𝘰 𝘥𝘦𝘮𝘢𝘯𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘯𝘥/𝘰𝘳 𝘵𝘰 𝘮𝘰𝘯𝘦𝘺 𝘮𝘢𝘳𝘬𝘦𝘵 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘴 𝘢𝘵 𝘱𝘢𝘳𝘵𝘪𝘤𝘪𝘱𝘢𝘵𝘪𝘯𝘨 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 𝘍𝘋𝘐𝘊-𝘪𝘯𝘴𝘶𝘳𝘦𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘰𝘳𝘺 𝘪𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯𝘴 (“𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴”) 𝘣𝘺 𝘙𝘉𝘊 𝘞𝘦𝘢𝘭𝘵𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘢 𝘥𝘪𝘷𝘪𝘴𝘪𝘰𝘯 𝘰𝘧 𝘙𝘉𝘊 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘔𝘢𝘳𝘬𝘦𝘵𝘴, 𝘓𝘓𝘊, (“𝘸𝘦,” “𝘶𝘴” 𝘰𝘳 𝘙𝘉𝘊 𝘞𝘔”) 𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘰𝘳 𝘷𝘪𝘢 𝘙𝘉𝘊 𝘉𝘢𝘯𝘬 (𝘎𝘦𝘰𝘳𝘨𝘪𝘢), 𝘕.𝘈., 𝘢𝘯 𝘍𝘋𝘐𝘊-𝘪𝘯𝘴𝘶𝘳𝘦𝘥 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦, 𝘢𝘤𝘵𝘪𝘯𝘨 𝘢𝘴 𝘰𝘶𝘳 𝘢𝘨𝘦𝘯𝘵 𝘢𝘯𝘥 𝘴𝘶𝘣-𝘤𝘶𝘴𝘵𝘰𝘥𝘪𝘢𝘯. 𝘔𝘰𝘯𝘪𝘦𝘴 𝘩𝘦𝘭𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘵𝘩𝘦 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘤𝘰𝘷𝘦𝘳𝘦𝘥 𝘣𝘺 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘐𝘯𝘷𝘦𝘴𝘵𝘰𝘳 𝘗𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘰𝘯 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯 (“𝘚𝘐𝘗𝘊”). 𝘙𝘉𝘊 𝘞𝘔 𝘪𝘴 𝘯𝘰𝘵 𝘢𝘯 𝘍𝘋𝘐𝘊-𝘪𝘯𝘴𝘶𝘳𝘦𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘰𝘳𝘺 𝘪𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯. 𝘍𝘋𝘐𝘊 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘪𝘴 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘤𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴 𝘢𝘯𝘥 𝘍𝘋𝘐𝘊 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘰𝘯𝘭𝘺 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘴 𝘢𝘨𝘢𝘪𝘯𝘴𝘵 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬. 𝘛𝘰 𝘮𝘦𝘦𝘵 𝘤𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴 𝘧𝘰𝘳 𝘱𝘢𝘴𝘴-𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘍𝘋𝘐𝘊 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦, 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘴 𝘢𝘵 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴 𝘢𝘳𝘦 𝘵𝘪𝘵𝘭𝘦𝘥, 𝘢𝘯𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘤𝘤𝘰𝘶𝘯𝘵 𝘳𝘦𝘤𝘰𝘳𝘥𝘴 𝘢𝘳𝘦 𝘮𝘢𝘪𝘯𝘵𝘢𝘪𝘯𝘦𝘥, 𝘪𝘯 𝘢𝘤𝘤𝘰𝘳𝘥𝘢𝘯𝘤𝘦 𝘸𝘪𝘵𝘩 𝘍𝘋𝘐𝘊 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘪𝘰𝘯𝘴 𝘧𝘰𝘳 𝘱𝘢𝘴𝘴-𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘤𝘰𝘷𝘦𝘳𝘢𝘨𝘦. 𝘛𝘩𝘦 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘰𝘳 𝘮𝘢𝘺 𝘦𝘹𝘤𝘭𝘶𝘥𝘦 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴 𝘧𝘳𝘰𝘮 𝘦𝘭𝘪𝘨𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘵𝘰 𝘳𝘦𝘤𝘦𝘪𝘷𝘦 𝘪𝘵𝘴 𝘧𝘶𝘯𝘥𝘴. 𝘈 𝘭𝘪𝘴𝘵 𝘰𝘧 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴 𝘪𝘴 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘢𝘵 𝘐𝘯𝘵𝘳𝘢𝘍𝘪. 𝘐𝘯𝘵𝘦𝘳𝘦𝘴𝘵 𝘳𝘢𝘵𝘦𝘴/𝘈𝘗𝘠 (𝘈𝘯𝘯𝘶𝘢𝘭 𝘗𝘦𝘳𝘤𝘦𝘯𝘵𝘢𝘨𝘦 𝘠𝘪𝘦𝘭𝘥) 𝘢𝘳𝘦 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘤𝘩𝘢𝘯𝘨𝘦 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘯𝘰𝘵𝘪𝘤𝘦. 𝘔𝘪𝘯𝘪𝘮𝘶𝘮 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘯𝘥 𝘣𝘢𝘭𝘢𝘯𝘤𝘦 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘮𝘦𝘯𝘵𝘴 𝘢𝘱𝘱𝘭𝘺 𝘢𝘯𝘥 𝘮𝘢𝘺 𝘤𝘩𝘢𝘯𝘨𝘦. 𝘋𝘦𝘱𝘰𝘴𝘪𝘵 𝘭𝘪𝘮𝘪𝘵𝘴 𝘮𝘢𝘺 𝘤𝘩𝘢𝘯𝘨𝘦, 𝘢𝘯𝘥 𝘴𝘰𝘮𝘦 𝘤𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴 𝘢𝘱𝘱𝘭𝘺. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘴𝘦𝘦 “𝘊𝘢𝘴𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵” 𝘰𝘯 𝘰𝘶𝘳 𝘱𝘶𝘣𝘭𝘪𝘤 𝘸𝘦𝘣𝘴𝘪𝘵𝘦 𝘢𝘵 𝘸𝘸𝘸.𝘳𝘣𝘤𝘸𝘮.𝘤𝘰𝘮/𝘥𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦𝘴 𝘧𝘰𝘳 𝘙𝘉𝘊 𝘗𝘳𝘦𝘮𝘪𝘶𝘮 𝘚𝘢𝘷𝘪𝘯𝘨𝘴 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘛𝘦𝘳𝘮𝘴 𝘢𝘯𝘥 𝘊𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴, 𝘋𝘦𝘱𝘰𝘴𝘪𝘵 𝘗𝘭𝘢𝘤𝘦𝘮𝘦𝘯𝘵 𝘈𝘨𝘳𝘦𝘦𝘮𝘦𝘯𝘵, 𝘢𝘯𝘥 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘐𝘯𝘵𝘦𝘳𝘦𝘴𝘵 𝘙𝘢𝘵𝘦𝘴.

08/14/2026

RBC Wealth Management’s Head of Wealth Strategies Angie O’Leary believes in aligning each client’s wealth with their legacy and purpose. Take a look at this article to learn more about her approach to connecting with clients, and read about the views of other members of the Forbes Finance Council.

In many cases, these clients were underserved at prior firms and value open communication to discuss the issues on their minds.

07/31/2026

The One Big Beautiful Bill Act (OBBBA): What the Qualified Small Business Stock (QSBS) expansion means for you

Three major taxpayer-friendly changes for stock issued after July 5, 2025:

• Eligible issuer size increased from $50 million to $75 million in assets

• Hold period flexibility: partial exclusions now start at three years

• Tax-free gain cap raised from $10 million to $15 million

If you have private company exposure, the pool of potentially tax-conscious investments just got considerably larger and strategic debt could enhance the tax benefit. Now is the time to review your portfolio and consult with your independent tax advisor.

07/22/2026

Your cash has earning potential. RBC Premium Savings delivers 3.56% APY all right inside your existing RBC Wealth Management account.

Let's put it to work for you!

Learn more. https://bit.ly/4fgRo57

𝘐𝘯 𝘵𝘩𝘦 𝘙𝘉𝘊 𝘗𝘳𝘦𝘮𝘪𝘶𝘮 𝘚𝘢𝘷𝘪𝘯𝘨𝘴 𝘱𝘳𝘰𝘨𝘳𝘢𝘮 (𝘵𝘩𝘦 “𝘗𝘳𝘰𝘨𝘳𝘢𝘮”) 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘴 𝘢𝘳𝘦 𝘴𝘦𝘯𝘵 𝘵𝘰 𝘥𝘦𝘮𝘢𝘯𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘯𝘥/𝘰𝘳 𝘵𝘰 𝘮𝘰𝘯𝘦𝘺 𝘮𝘢𝘳𝘬𝘦𝘵 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘴 𝘢𝘵 𝘱𝘢𝘳𝘵𝘪𝘤𝘪𝘱𝘢𝘵𝘪𝘯𝘨 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 FDIC-𝘪𝘯𝘴𝘶𝘳𝘦𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘰𝘳𝘺 𝘪𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯𝘴 (“𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴”) 𝘣𝘺 𝘙𝘉𝘊 𝘞𝘦𝘢𝘭𝘵𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘢 𝘥𝘪𝘷𝘪𝘴𝘪𝘰𝘯 𝘰𝘧 𝘙𝘉𝘊 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘔𝘢𝘳𝘬𝘦𝘵𝘴, 𝘓𝘓𝘊, (“𝘸𝘦,” “𝘶𝘴” 𝘰𝘳 𝘙𝘉𝘊 𝘞𝘔”) 𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘰𝘳 𝘷𝘪𝘢 𝘙𝘉𝘊 𝘉𝘢𝘯𝘬 (𝘎𝘦𝘰𝘳𝘨𝘪𝘢), 𝘕.𝘈., 𝘢𝘯 𝘍𝘋𝘐𝘊-𝘪𝘯𝘴𝘶𝘳𝘦𝘥 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦, 𝘢𝘤𝘵𝘪𝘯𝘨 𝘢𝘴 𝘰𝘶𝘳 𝘢𝘨𝘦𝘯𝘵 𝘢𝘯𝘥 𝘴𝘶𝘣-𝘤𝘶𝘴𝘵𝘰𝘥𝘪𝘢𝘯. 𝘔𝘰𝘯𝘪𝘦𝘴 𝘩𝘦𝘭𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘵𝘩𝘦 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘤𝘰𝘷𝘦𝘳𝘦𝘥 𝘣𝘺 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘐𝘯𝘷𝘦𝘴𝘵𝘰𝘳 𝘗𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘰𝘯 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯 (“𝘚𝘐𝘗𝘊”). 𝘙𝘉𝘊 𝘞𝘔 𝘪𝘴 𝘯𝘰𝘵 𝘢𝘯 𝘍𝘋𝘐𝘊-𝘪𝘯𝘴𝘶𝘳𝘦𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘰𝘳𝘺 𝘪𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯. 𝘍𝘋𝘐𝘊 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘪𝘴 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘤𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴 𝘢𝘯𝘥 𝘍𝘋𝘐𝘊 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘰𝘯𝘭𝘺 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘴 𝘢𝘨𝘢𝘪𝘯𝘴𝘵 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬. 𝘛𝘰 𝘮𝘦𝘦𝘵 𝘤𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴 𝘧𝘰𝘳 𝘱𝘢𝘴𝘴-𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘍𝘋𝘐𝘊 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦, 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘴 𝘢𝘵 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴 𝘢𝘳𝘦 𝘵𝘪𝘵𝘭𝘦𝘥, 𝘢𝘯𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘤𝘤𝘰𝘶𝘯𝘵 𝘳𝘦𝘤𝘰𝘳𝘥𝘴 𝘢𝘳𝘦 𝘮𝘢𝘪𝘯𝘵𝘢𝘪𝘯𝘦𝘥, 𝘪𝘯 𝘢𝘤𝘤𝘰𝘳𝘥𝘢𝘯𝘤𝘦 𝘸𝘪𝘵𝘩 𝘍𝘋𝘐𝘊 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘪𝘰𝘯𝘴 𝘧𝘰𝘳 𝘱𝘢𝘴𝘴-𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘤𝘰𝘷𝘦𝘳𝘢𝘨𝘦. 𝘛𝘩𝘦 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘰𝘳 𝘮𝘢𝘺 𝘦𝘹𝘤𝘭𝘶𝘥𝘦 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴 𝘧𝘳𝘰𝘮 𝘦𝘭𝘪𝘨𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘵𝘰 𝘳𝘦𝘤𝘦𝘪𝘷𝘦 𝘪𝘵𝘴 𝘧𝘶𝘯𝘥𝘴. 𝘈 𝘭𝘪𝘴𝘵 𝘰𝘧 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴 𝘪𝘴 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘢𝘵 𝘐𝘯𝘵𝘳𝘢𝘍𝘪. 𝘐𝘯𝘵𝘦𝘳𝘦𝘴𝘵 𝘳𝘢𝘵𝘦𝘴/𝘈𝘗𝘠 (𝘈𝘯𝘯𝘶𝘢𝘭 𝘗𝘦𝘳𝘤𝘦𝘯𝘵𝘢𝘨𝘦 𝘠𝘪𝘦𝘭𝘥) 𝘢𝘳𝘦 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘤𝘩𝘢𝘯𝘨𝘦 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘯𝘰𝘵𝘪𝘤𝘦. 𝘔𝘪𝘯𝘪𝘮𝘶𝘮 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘯𝘥 𝘣𝘢𝘭𝘢𝘯𝘤𝘦 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘮𝘦𝘯𝘵𝘴 𝘢𝘱𝘱𝘭𝘺 𝘢𝘯𝘥 𝘮𝘢𝘺 𝘤𝘩𝘢𝘯𝘨𝘦. 𝘋𝘦𝘱𝘰𝘴𝘪𝘵 𝘭𝘪𝘮𝘪𝘵𝘴 𝘮𝘢𝘺 𝘤𝘩𝘢𝘯𝘨𝘦, 𝘢𝘯𝘥 𝘴𝘰𝘮𝘦 𝘤𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴 𝘢𝘱𝘱𝘭𝘺. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘴𝘦𝘦 𝘵𝘩𝘦 “𝘊𝘢𝘴𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵” 𝘴𝘦𝘤𝘵𝘪𝘰𝘯 𝘰𝘯 𝘰𝘶𝘳 𝘱𝘶𝘣𝘭𝘪𝘤 𝘸𝘦𝘣𝘴𝘪𝘵𝘦 𝘢𝘵 𝘸𝘸𝘸.𝘳𝘣𝘤𝘸𝘮.𝘤𝘰𝘮/𝘥𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦𝘴 𝘧𝘰𝘳 𝘙𝘉𝘊 𝘗𝘳𝘦𝘮𝘪𝘶𝘮 𝘚𝘢𝘷𝘪𝘯𝘨𝘴 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘛𝘦𝘳𝘮𝘴 𝘢𝘯𝘥 𝘊𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴, 𝘋𝘦𝘱𝘰𝘴𝘪𝘵 𝘗𝘭𝘢𝘤𝘦𝘮𝘦𝘯𝘵 𝘈𝘨𝘳𝘦𝘦𝘮𝘦𝘯𝘵, 𝘢𝘯𝘥 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘐𝘯𝘵𝘦𝘳𝘦𝘴𝘵 𝘙𝘢𝘵𝘦𝘴.

01/16/2026

Feeling so grateful that Pier View Group has been named a Forbes Best-in-State Team!

This recognition reflects the trust of our clients, the strength of our partnerships, and the incredible community we’re lucky to work alongside. We are truly thankful and very excited for what’s ahead!

01/08/2026

Very exciting things in the works for Pier View Group! We are finalizing our 2026 Events calendar. On January 22nd, we are hosting a women’s Winter Skincare lunch and learn ❄️ featuring an incredible local esthetician. Think of this as a little midday “glow-up”! ✨

If you’re interested in attending and/or bringing a friend with you, please reach out!

12/25/2025

Feeling extra grateful this Christmas.🎄✨

So thankful for the clients, partners, and friends who trusted Pier View Group this year. Our relationships truly mean so much to me. This work is about so much more than finances — it’s about people, life, and the moments that matter most. Being part of those conversations is something I never take for granted.

Wishing everyone a very Merry Christmas and a happy, healthy start to the new year!

12/24/2025

Time for a Q4 Recap with !

As we close out 2025, we’re feeling incredibly grateful for the energy, connection, and community that came together during our Lunch and Learn series the past few months…

🍂 October: Fall Fashion Trends Lunch — a fun, fresh conversation on seasonal style, confidence, and personal expression.
💼 November: Business Owners’ Forum — meaningful dialogue, shared experiences, and real-world insights from local business owners and entrepreneurs.
❄️ December: Chill Out! A Winter Wellness Seminar — meaningful tips and tricks to prioritize health and lower stress during the busy holiday season.

Each luncheon brought together clients, partners, friends, and new faces, and the feedback has been overwhelmingly positive. Because why can’t learning and networking be impactful, yet fun?! Thank you to everyone who has been a part of these so far, we are so grateful.

Looking ahead to 2026, we are excited to continue building out this luncheon series with even more creative topics, dynamic speakers, and opportunities to connect. Our 2026 calendar is currently in the works, and we can’t wait to share what’s coming next. If you’re interested in speaking, partnering, or attending, please reach out!

Here’s to continued connection, community, and momentum in the South Bay and beyond. The best is yet to come for Pier View Group! ✨

05/09/2025

Thank you to KKR for a wonderful few days in NY this week at KKR Academy wealth professionals and advisors.

It was great to hear from experts across Credit, Private Equity, Real Estate and more about the current state of alternative investments and topical market updates.

Looking forward to the next one!