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.

Strength 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.

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March financial boost: Supercharge your IRA contributions with the latest contribution limits. Time is money and this month brings unique catch-up opportunities for people age 50 and older. Your future self will appreciate the extra effort. Message me to learn more. https://docs.rbcwealthmanagement.com/us/21285-new-in-2024-secure-2.0.pdf

Welcome spring and embrace the new beginnings that come with the change of seasons!

FUD — fear, uncertainty, doubt — is running rampant these days, but that doesn’t mean retirement savers need to react. Here is why it pays to stay the course.

Trump to Tariffs: How Retirees Can Manage Market Turmoil

Market swings and economic uncertainty can be challenging for retirees, but maintaining a long-term perspective is key. Michael Schuette of RBC Wealth Management emphasizes the importance of sticking to a well-structured investment plan rather than making reactive moves based on short-term market fluctuations. Read more about his thoughts about managing market uncertainty in retirement in Kiplinger. #RetirementPlanning #WealthManagement

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Global Insight Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »