The Ford Group - RBC Wealth Management

The Ford Group

Brian Ford, CFP®, AWM

Senior Vice President - Financial Advisor,
Portfolio Manager - Portfolio Focus

Andy Foldenauer, AAMS

Vice President - Financial Advisor

Genie Samford

Senior Investment Associate

Anita Poteat

Client Associate

Bulletin Board

Markets Get a Reality Check

Equity investors face substantial two-way risks. Policy decisions and politics could take markets in either direction by year end. This warrants “neutral” market exposure. Read the full financial markets commentary as well as asset-class views and key forecasts in the latest edition of Global Insight.

Stay current by listening to Brian

- Mondays at 8:35am on WCVE 88.9 FM (Richmond) for a commentary of the Financial World and Weekly Business Review.

Brian Ford was selected Best Financial Planner 2011 by Richmond Magazine

Helping individual and corporate clients focus on their financial "big picture."

Welcome to The Ford Group web page. Thank you for taking the time to review this information. Working through RBC Wealth Management, the members of the Ford Group share the same values – a commitment to our clients - combined with a passionate desire to participate in a more comprehensive and strategic role in our clients financial lives. We appreciate the unique backgrounds and strengths that each of us brings to the table and as a group, we are excited about offering an expanded set of capabilities to our clients.

Clients are encouraged to review these pages and/or click on the Access Accounts menu item above to continue on to your account information. There are also a number of new fact sheets and reports available on a variety of financial topics which you may find informative. For your convenience, you can print the fact sheets and reports.

Intergenerational Wealth Transfer: Unique Estate Planning Opportunity Ending Soon

Through the end of 2012, provisions of the Tax Reduction Act of 2010 create a favorable tax environment for wealthy individuals and families to share a significant amount of wealth with heirs. This year, individuals may give up to $5,120,000 – and married couples may give up to $10,240,000 – before being subject to estate, lifetime gift or generation skipping taxes. Under current law, the federal estate tax exemption will return to $1 million for individuals or $2 million for married couples, beginning January 1, 2013. For more information, please review the materials below, then contact us to discuss this opportunity.

Value Statement

Our goal is to provide objective advice and guidance to individuals and business owners, and to be a trusted, valuable consultant in the lives of our clients. A primary function of that goal is to assist in building, preserving, and transferring wealth from generation to generation. We are interested in making a difference by helping clients reach their long-term financial goals.

Brian Ford is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MO, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV

Andy Foldenauer is currently registered to conduct business with residents of the following states: AZ, CA, DC, FL, GA, IA, IL, IN, MD, MI, MO, NC, NJ, NM, NY, OH, OR, PA, SC, TN, VA, WA, WI

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.