Think differently. Make a difference.


We offer comprehensive wealth management solutions for all stages of your life — based on your unique needs, tolerance for risk, time horizon and how you feel about investing — to help you build, preserve, enjoy and share your wealth. We primarily serve High Net Worth individuals near and at retirement.

Our top priorities are to help you conserve your principal, earn a modest rate of return on your investments and create a dependable retirement income stream. Client education is a big part of our relationship with you. We believe it is important to help you establish realistic expectations and learn to separate your emotions from investing — as well as to feel comfortable spending some of your cash flow and assets on the goals for which you’ve invested. As your financial advisors, we truly enjoy making a positive difference in both your investment and spending plans.

In addition to investment outcomes, we strive to create peace of mind for our clients. We feel a tremendous obligation to you as our client and we take pride in regularly communicating with you and promptly answering your questions. If you can accomplish your wealth management goals and still sleep at night, we have done our job well.

Member of The Cedar Rapids Area Chamber of Commerce


Directions to RBC Wealth Management

221 3rd Avenue SE, Suite 550


 

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