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It's your path, we'll light the way

Our team works with individuals, families and institutions to help build, manage, protect and transition wealth. This includes investments and portfolio management, credit and lending, risk management and insurances, as well as trust and estate planning services. The process begins with listening to clients. We always seek to understand their priorities and goals before we start making recommendations.

What our team brings to the table is our combined over 100 years of industry experience, a commitment to ongoing professional development and our unique, diverse perspective. We are diverse in age, gender, economic upbringing, specialties and thought process. These differences are why you should choose Aurora Wealth Solutions Group as your wealth management team. Our collaboration helps us avoid blind spots and pitfalls that solo practitioners may fall victim to. Our differences demand that we challenge and sharpen each other; this part of our process helps us refine and test our ideas before we implement them for our clients. We believe that our team approach enhances our strengths and amplifies our ability to care for our clients.

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Millennials are ‘very ill-prepared’ to be the richest generation in history, wealth manager says

Millennials are purportedly poised to be the wealthiest generation in history, but are they ready to handle the vast inflow of money? Aurora Wealth Solutions Group. It's your path, we'll light the way. www.aurorawsg.com

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Financial Advisor Sarahlynn Joseph attended the local Chamber of Commerce meeting and met with powerful women entrepreneurs. So great meeting the people who are driving small business in our area! Aurora Wealth Solutions Group. It's your path, we'll light the way. www.aurorawsg.com

5 Tips for Millennials To Pay Down Their Student Loans and Other Debt

Millennials, looking to tackle debt? Check out these 5 tips to tackle student debt and start building wealth. Aurora Wealth Solutions Group. It's your path, we'll light the way. www.aurorawsg.com

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Proud to be a nationally recognized team

At Aurora Wealth Solutions Group, we are proud to be recognized as a Forbes Best-in-State Wealth Management Team in 2023. It’s an honor to be nationally recognized as one of the best teams in the industry—because it means we are serving our clients well. 

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Contact

Aurora Wealth Solutions Group

651-766-4924
awsg@rbc.com

Latest Insights

Wine glass in front of wine rack

Exploring fine wine as an investment

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

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Are you prepared for the sunsetting tax laws?

Are you prepared for the sunsetting tax laws? Read the full article on changing provisions to the 2017 Tax Cuts and Jobs Act in the new issue of Investor’s Edge.

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