Helping you grow more than wealth

Our mission

Our mission is to understand you and your priorities. We take the time to ask hard, smart questions and then listen carefully to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help design, implement and periodically monitor a customized wealth management strategy to help you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Proud to work with a nationally recognized teammate

At The Birkhauser Group, we are very proud that Financial Advisor Ryan Birkhauser was named a Financial Planning Top 40 Under 40 Advisor in 2023, an AdvisorHub "Advisor to Watch" in 2023 and Forbes Top Next-Gen Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Ryan!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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.

Latest Insights

Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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.

*Required fields