Let us help you grow more than wealth

We are committed to providing you with customized investment strategies that help you achieve your goals, while also reducing your risk. We believe in asset allocation and diversification as a strategy to craft the strongest portfolio possible. We achieve this by recognizing the importance of risk evaluation and the concept that risk is essential to return. We work with nonprofit organizations and institutions along with affluent individuals and families.

Welcome.

The Alpha Wealth Management Group has over 100 years of collective experience in the financial industry and has accumulated a reputation of excellence as a leader in its field. Our team is made up of a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®), Retirement Income Certified Professional (RICP®), Certified Portfolio Manager (CPM®), and Chartered Life Underwriter® (CLU®) who are highly qualified to handle your financial goals.

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Social Media

See footer below for group’s social profiles >

The spring issue of ProsperUS magazine is packed with tons of great content on alternative and impact investing, gift ideas, team-building tips and more. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/prosper-us-spring-2024.pdf

Together we RISE thanks to the Women's Summit at RBC Wealth Management. Event Co-Chair's Nicole Dunham and Kelly Johnson kicked off the 2024 event with president Tom Sagissor. The Summit featured incredible speakers including Paralympic medalist and best-selling author Bonnie St. John and entrepreneur and Luminary CEO Cate Luzio. #RBCWomensSummit #WomenofRBC

Did you know, there has been a surge in installing sport courts in homes and backyards for the physical and mental health benefits? Call me to discuss if this investment makes sense for your goals. #sportcourts #pickleball

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »