Aurora Wealth Solutions Group

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Home
About
Wealth planning
Wealth management approach
Insights
Transfer Accounts
Contact

Contact

Aurora Wealth Solutions Group

651-766-4924
awsg@rbc.com

Team introduction

Aurora Wealth Solutions Group Introduction to the local Chamber of Commerce

Latest Insights

The Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

U.S. productivity renaissance

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

The cycle of market emotions

Social Media

See footer below for group’s social profiles >

As we close out 2024, a review of your finances may be in order. Contact me to discuss your wealth planning assets and our strategic liquidity solutions. Aurora Wealth Solutions Group. It's your path, we'll light the way. www.aurorawsg.com

With year-end approaching, if you’re over age 73 it’s time to take your required minimum distributions. Contact me to discuss options for your RMD.

Addressing the unexpected and evaluating your protection strategies can help provide you with peace of mind as you look to a new year. Regardless of your stage in life, let’s connect to review your plan.

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Meet the team

Learn more about the Aurora Wealth Solutions Group

Sarahlynn Joseph is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NY, OR, PA, SC, TN, TX, UT, VA, WI.

Joel Spry is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NY, OR, PA, SC, TN, TX, UT, VA, WI.

Jeremy Wytaske is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NY, OR, PA, SC, TN, TX, UT, VA, WI. California Insurance License # 4040380.

Bruce Wells is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NY, OR, PA, SC, TN, TX, UT, VA, WI. California Insurance License # 0M57334.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

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.

Contact information

Aurora Wealth Solutions Group

Phone: 651-766-4924

Sarahlynn Joseph

Senior Vice President - Financial Advisor

Phone: 651-766-4922

Joel Spry

Senior Vice President - Financial Advisor

Phone: 651-766-4923

Jeremy Wytaske, CPFA®

Vice President - Financial Advisor

Phone: 651-766-4926