Let us help you grow more than wealth

Our objective is to develop the kind of long-term personal relationships that allow our clients and their families to make sound retirement planning decisions. We begin each new relationship by understanding our clients’ unique retirement goals and developing a comprehensive financial plan. We then spend significant time with our clients as they continue through retirement. Drawing on over 40 years of combined industry experience, we help our clients meet and exceed their goals.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Disclosures

Ryan Nottestad is currently registered to conduct business with residents of the following states: CO, FL, GA, IL, IN, MO, NJ, NM, OH, OK, TN, TX, UT, WA, WI. California Insurance License # 0K22833.

Ryan Nottestad, NMLS # 1931677, and Benjamin Heise, NMLS # 1933892 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Benjamin Heise is currently registered to conduct business with residents of the following states: CO, FL, GA, IL, IN, MO, NM, OH, OK, TN, TX, UT, WI.

Read additional advisor disclosures.