Our mission

Our team provides customized investment management, and wealth planning services designed to help business owners, multigenerational families, executives and entrepreneurs turn complex financial strategies into impactful decisions that can benefit future generations. Hyperion Wealth Group also focuses on providing distinctive solutions for family offices, and clients who have private equity as a sizable component of their estate. By working with our team of experts, you will receive personalized guidance on investments, risk management and charitable giving strategies, along with wealth preservation solutions to help meet your long-term goals. Our holistic approach to wealth management considers not just your immediate financial needs, but also the needs of your heirs and the legacy you want to leave behind. Whether you are planning for retirement, saving for your children's education, giving back to your community, or looking to protect your assets, our services are tailored to ensure your wealth has a meaningful impact for your family and generations to come. 

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

Global Insights 2024 OutlookGlobal Insight 2024Outlook

 Read the full economic outlook in the latest Global Insight 2024 outlook.

2023 / 2024 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.

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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Mental Health America: Giving a Voice to an Often-Unspoken Crisis | NPTrust

“What I really appreciate about DAF donors is their intention to make investments in the world. There’s clearly a change they want to see or a narrative they want to be a part of.” How can donor-advised funds help you create a meaningful impact? Read more: https://www.nptrust.org/philanthropic-resources/philanthropist/mental-health-america-giving-a-voice-to-an-often-unspoken-crisis/

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Wondering when is the best time to start collecting Social Security based on your personal situation? Contact me to schedule your annual retirement paycheck strategy review.

RBC Capital Markets’ U.S. Municipal Finance group ranked #1 lead manager on negotiated new issues for 2023. Learn more about this achievement. https://docs.rbcwealthmanagement.com/us/3689-strength-in-the-municipal-bond-market.pdf

Contact us

We welcome you to experience the Hyperion Wealth Group difference for yourself. Contact us today to set up a meeting.

Meet the team

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Learn more about Hyperion Wealth Group

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Latest Insights

Nuclear power plant

Nuclear getting the push it needs

Mar 27, 2024 | RBC Wealth Management

Learn how nuclear energy fits into a responsible investing strategy.

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Horses racing

Central banks are off to the races

Mar 21, 2024 | Thomas Garretson, CFA

While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.

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2024 Tuition Madness

Tuition madness: Are you saving enough for college education goals?

Mar 18, 2024 | RBC Wealth Management

With the annual college basketball tournaments underway, check out our college cost brackets to make sure you’re on track with your educational savings and retirement investment plans.

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