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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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

Lighthouse at dawn

Global Insight 2025 Outlook executive summary: Beyond the horizon

With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025.

Read more

Let's start the conversation

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