Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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    Global Insight Monthly

    Global Insight Monthly cover - May 2025

    Imbalancing act

    Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

    Let's take the next step together

    I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

    Meet Ashley

    Learn more about me.

    Progress over perfection

    Clients have an opportunity to align head and heart with values based investing.

    Latest Insights

    College aged woman studying on floor with computer.

    Think you're too late for a 529 plan? Think again

    A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

    Read more

    Let's start the conversation

    If you want to discuss your portfolio or have financial questions, please fill out the below form.

    To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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    Disclosures

    Ashley Baerwaldt is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, IL, MN, NM, NV, NY, OH, OR, TX, WA, WI.

    Ashley Baerwaldt, NMLS # 2302257 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

    Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

    Read additional advisor disclosures.