Empowering you to reach your financial goals


Our mission

We believe in goal-oriented investment strategies that help our clients achieve financial independence. We believe long-term relationships are built only on the trust we earn through integrity, hard work and service. We strive to add value by helping each client establish realistic and achievable financial goals. We then design and implement a detailed investment plan customized to meet our clients’ needs both now and in the future.

Success requires hard work and discipline

We accomplish this by asking about—and listening to—your true objectives, your passion and values.

Professional athletes need a retirement game plan

We are very pleased that team members Joseph Palumbo and Adam Fein were recently featured in the article Professional athletes need a retirement game plan. At the Heide Wealth Management Group, we understand the complex needs of professional athletes and help these clients build a plan to sustain their lifestyles now and in their post-career lives. We invite you to read the article and check out our Sports & Entertainment Professionals page for more information.


Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

Global Insight 2019 Outlook

While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.

Taking the next step

If your current life or financial situation has changed, or if you simply have a financial question, feel free to contact us.

Let us help you find direction

Life threw me a curveball

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