How we serve you

We specialize in providing proactive wealth management planning services, estate planning services and assists organizations with retirement plan solutions with the goal of higher participation rates, higher contribution levels and well-thought-out asset allocation plans among plan participants. We develop long-lasting relationships with our clients, acting as your trusted professionals who bring order, clarity and customized performance to your financial lives. We focus our years of experience on serving the complex wealth management needs of organizations, families, and high-net-worth individuals who seek the level of knowledge and experience that we bring to them as their primary wealth advisory resource.

Managing employer-sponsored plans

We specialize in helping our clients manage wealth plans for their employees. As a plan sponsor, you have a fiduciary responsibility to regularly review and monitor your plan and make sure your costs are reasonable. Reviewing participant demographics, investment menu choices, educational materials, fiduciary issues and provider services can help you manage risk and optimize the value of this benefit for your employees. Our goal is to support and bring you ease through this process. For more information on 401(k) plans and to receive a complimentary benchmarking review of your plan, please contact us.

Honored to work with a nationally recognized teammate

At The Dimino-Seewald Group, we are very proud that Financial Advisor Steven Dimino was recognized as a Financial Times Top 401 Retirement Plan advisor in 2020, a PLANADVISER Top Retirement Plan Adviser in 2024 and on the AdvisorHub Advisors to Watch list in 2024. We am pleased that Steven is part of this respected group—because it means we are serving our clients well.  Congratulations, Steven Dimino!

We are also proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

2024 NAPA Top DC Advisor Team

The Dimino-Seewald Group is proud to be named as one of the Top Defined Contribution Advisor teams by the  National Association of Plan Advisors.

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 »

2024 / 2025 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

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We are honored to be recognized as one of the 2025 Forbes "Best In-State Wealth Management Teams". Congratulation to all on this noteworthy honor.

Catch up on contributions now. If you’re 60-63 years old, you may have the option to utilize a greater catch-up contribution limit. Message me to learn how you may be able to save more for your retirement.

I am honored to share my recent selection to the RBC Wealth Management Senior Portfolio Director Group, a company designation reserved for financial advisors who have achieved a high level of success in building consultative wealth management businesses. To qualify for this group, I demonstrated a commitment to helping clients build portfolios and accomplish other wealth management goals through personalized advice and customized solutions.

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.

Meet the team

Learn more about The Dimino-Seewald Group. 

Latest Insights

Inventory management

Will investors see a pause in rate cuts, or the end?

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

Read more

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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