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.

A college education is a gift that lasts a lifetime

With the NCAA basketball tournament officially upon us, you might be thinking about the colleges or universities the students in your life may someday attend. Check out the 2019 Tuition Brackets, which feature the current four-year tuition costs for each team in the tournament. With average tuition costs for this year’s first graders expected to be as much as $289,722 at a public out-of-state university and $375,485 at a private one by 2031, it’s more important than ever to start saving for your education-funding goals. Please contact us today for help investing in your children or grandchildren's education.

Success requires hard work and discipline

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

Dave Heide named a 2019 Forbes/SHOOK Best-In-State Wealth Advisor

At Heide Wealth Management Group, we are very proud that Financial Advisor David Heide was named a 2019 Forbes/SHOOK Best-In-State Wealth Advisor in 2019. 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!

Climate change: Changing the investment climate

Investors should pay attention to how climate change is changing the investment climate as economic activity could be impacted, as well as investment returns. It’s not all bad news as climate change may also offer new opportunities. Read the full economic outlook in the latest edition of Global Insight.

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.

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.

Balance life's ups and downs

Work with a trusted partner

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