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.

Social Media

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When is the best time to start collecting Social Security? Reach out to me to discuss your retirement planning and income questions.

RBC Capital Markets U.S. continues its strength in the municipal bond market with 354 negotiated deals as #2 lead manager in 2024, helping RBC Wealth Management clients build diversified and tax-advantaged portfolios. https://docs.rbcwealthmanagement.com/us/3689-strength-in-the-municipal-bond-market.pdf

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?

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 »