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
  • 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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At RBC Wealth Management, we celebrate the power of rising together during our annual 2025 Women's Summit! We're bringing together leaders, innovators and changemakers to elevate conversations. Thinking of our theme RISE, what are some ways you RISE to uplift others?

Did you know tax season is a great time to brush up on your wealth plan? It can be an important aspect of your wealth strategy. Charitable giving can have tax benefits, and now’s a great time to plan for next year. Reach out for more ideas to help you reach your financial goals!

Are you a plan sponsor looking to fulfill fiduciary duties and sharpen your skills to provide an effective employer-sponsored retirement plan to employees? Learn more about earning the Certified Plan Sponsor Professional certification (CPSP) for free. https://bit.ly/4e3d1mg The American Retirement Association (ARA), and its affiliate the Plan Sponsor Council of America (PSCA) have entered into an arrangement with RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”) allowing RBC WM to introduce its clients to ARA and/or PSCA with the potential that ARA and/or PSCA may be able to assist such clients with enhancing their professional education. This email is being provided to you for informational purposes only and is not a recommendation or advice. RBC WM is registered as a broker-dealer and investment advisor with the U.S. Securities and Exchange Commission. ARA and PSCA are non-profit professional organizations that provide credentialing and certification programs to retirement professionals; and participate in the development of retirement policy through legislative advocacy. For additional information, please visit usaretirement.org/about/. Neither ARA nor PSCA are affiliated with RBC WM. RBC WM does not provide professional certification or continuing education services. Neither ARA or PSCA compensate RBC WM nor your Financial Advisor for introducing you to ARA and/or PSCA. RBC WM does not share client information with ARA or PSCA. Any personal identifying information provided to ARA and/or PSCA by you is subject to ARA’s privacy policies and procedures.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »