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
  • Standards and Poor 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

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Crafting a family mission statement can be a fun and enlightening activity that allows all the voices in the family to be heard. It also requires everyone to listen, share and learn. I can help you get the conversation started.

Congratulations to the winners of The Soccer Tournament (TST) for 2026! Not only did each championship team show up and perform, but they also received a $1 million check presented by RBC Wealth Management in the coed, women’s and men’s fields of play. #TeamRBC

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving. At RBC Wealth Management, I help new grads start strong, from building a budget to planning ahead. Because the earlier you lay a solid financial foundation, the more possibilities your future can hold. ?????????? ???? ???????? ?????? ???????? ???????? ???????????? ??????????????? Let’s talk.

Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly