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.

Proud to be a national award-winning advisor

At Heide Wealth Management Group, we are very proud that Financial Advisor David Heide is a recipient of the following prestigious awards. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Dave!

2019, 2020 Forbes/SHOOK Best-In-State Wealth Advisor

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

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.

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.

Former Chicago Bears quarterback ready for second career

Former NFL quarterback Caleb Hanie is ready to tackle a second career as a financial advisor, joining RBC Wealth Management–U.S. in its Palos Heights branch. “As a player, the team brought a consistent level of excellence, quality and experience with pro athletes,” Hanie said. “I always loved working with them, and when they moved to RBC, it was an even higher level of excellence and quality. I wanted to be a part of it.” Read the press release.

Balance life's ups and downs

Work with a trusted partner

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