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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Together we RISE thanks to the Women's Summit at RBC Wealth Management. Event Co-Chair's Nicole Dunham and Kelly Johnson kicked off the 2024 event with president Tom Sagissor. The Summit featured incredible speakers including Paralympic medalist and best-selling author Bonnie St. John and entrepreneur and Luminary CEO Cate Luzio. #RBCWomensSummit #WomenofRBC

This Is the No. 1 U.S. City People Want to Move to in 2024 — and It Has the Largest Retirement Community in the World

When I think about Chattanooga, Tennessee a few distinct features come to mind: the amazing Aquarium, my love hate relationship with traffic, and the scenic hillsides of my home state. Now, there's a new highlight to add: congrats to Chattanooga for being named in Travel + Leisure magazine's 2024 list of top U.S. cities which people are eager to move. #Chattanooga #TopCities2024 #CityLife #HyperionWealthGroup

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Looking forward to learning how to RISE! from Bonnie St. John as she keynotes the 2024 RBC Wealth Management Women’s Summit. Bonnie made a career out of breaking boundaries and inspiring others to achieve more than they thought possible. She’s a Paralympic medalist and best-selling author. #RBCWomensSummit #HyperionWealthGroup #InspireLeadership #MotivationDaily #InspiringChange

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

Woman looking at screen

The Fed adjusts its focus, but the rate outlook remains blurry

May 03, 2024 | Thomas Garretson, CFA

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

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Graduate with diploma hugging parents

College funding: It’s a family affair

May 01, 2024 | RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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Oil derricks at sunset

Energy stocks: A hedge to rising geopolitical risk

Apr 25, 2024 | Frédérique Carrier

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

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