The Dimino-Seewald Group - RBC Wealth Management

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.

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.

The 2024 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2024. Data as of 12/31/2023. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

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!

The 2020 Financial Times "Top 401 Retirement Advisors" award was announced October 2020. Data as of 12/31/2019. The award is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Criteria for the award includes defined contribution (DC) plan assets under management, growth in DC plan business, specialization in the DC business, years of experience, industry certifications and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 PLANADVISER Top Retirement Plan Advisers list was announced March 2024. Data as of 12/31/23. The award is based on the dollar value of the qualified plan assets under advisement as well as the number of plans under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The 2024 AdvisorHub “Advisors to Watch” award was announced June 2024. Data as of 12/31/2022 and 12/31/2023. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue and team size. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor’s future performance.

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Write your personal retirement story

Access 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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Did you know that scams are rampant in the U.S. during the holiday season? It pays to keep an eye on credit card statements and shipping notifications, as well as keeping a healthy dose of skepticism about deals that seem too good to be real.

Year-end distributions for your private foundation may be coming up. Contact me to explore liquidity strategies for charitable grants.

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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.

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Download Money matters for young professionals wealth insights guide

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