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.

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Do you run a business? Want help making your many ideas come to life? Let’s talk.

If you’re retired and don’t need your required minimum distribution (RMD) funds immediately, it may be good timing to take your withdrawal now and deposit into an RBC Wealth Management high-yield savings. Let’s have a conversation about RMDs and current interest rates. Taking RMDs is required if you’re 73+, with a December 31 deadline.

Did you know a large portion of U.S. investment opportunities are in private markets, a key segment of alternative investments? Alts have moved into the spotlight for investors and offer unique investment opportunities which may complement your portfolio. Connect to talk more.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly