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.

The name Hyperion comes from the world's tallest known tree, which is an extraordinary symbol of strength, resilience, and lasting growth. We believe the same is true of successful wealth and investment planning. Just as a thriving tree depends on a strong root system and balanced branches, lasting wealth requires a thoughtful foundation, strategic structure, and long-term care. That's why we place wealth planning at the heart of everything we do.

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.

Maximize your IRA contributions to take advantage of tax benefits

With tax season approaching, now is a good time to review your Traditional or Roth IRA contributions before you file your taxes. You can make your 2024 contributions until April 15, 2025, and you may lower your tax bill. If you are under 50, you can maximize your IRA contributions up to $7,000. If you are 50 and older, you can contribute up to $8,000.

By maxing out your IRA contributions before the April tax deadline, you can give your money more time to deliver tax-deferred, compounded growth. Over time, that can potentially add up. Contact us to discuss the possibility of maximizing your 2024 traditional and Roth IRA contributions before April 15, 2025.

Students in classroom

Resources to help young people learn about money management

To help prepare young people for building a secure financial future and avoid potentially dangerous mistakes, they need easy access to knowledge that's relevant to them. That's why we've collaborated with EVERFI®, an education technology company to provide timely and engaging resources.

Learn more

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2025
Fair Market Value Statement January 31 2025
1099 Tax Information Summary February 18, 2025
Income Summary (FYI Statement) February 28, 2025
REMIC Tax Information Summary March 15, 2025
1042-S April 1, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 1)
On or about March 15, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 2)
On or about April 5, 2025
5498 June 1, 2025
Revised 1099 Tax Information Summary
(tax years 2021 – 2024)
Monthly, beginning May 2025

Contact us

We welcome you to experience the Hyperion Wealth Group difference for yourself. Contact us today to set up a meeting.

Social Media

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I am so proud to be a part of WAFA at RBC, and always enjoy seeing the talented women of RBC featured. Congrats Jackie on a great article! In the more than three decades since its genesis, the RBC Wealth Management Women’s Association of Financial Advisors (WAFA) has steadily grown, and fueled careers, mentorships and life-long friendships along the way. Read branch director and WAFA president Jackie Larson's take on how the women of RBC are empowered to effect change. #WAFAatRBC #womenofRBC #belonging #opportunity

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Some moments remind us why we do what we do. #TBT to when Tracey and Evan had the privilege of visiting the home of one of our clients - where every wall, shelf, and space told a story. From a stunning art collection to heirlooms passed down from generations, their home was a reflection of legacy, love, and the importance of preserving what matters most. There’s a special piece in this photo that has a wonderful story behind it - one that brings so much laughter and joy to the family every time they talk about it. ❤️ At Hyperion, we believe wealth isn’t just about numbers, but it’s about the impact it has across generations. #ImpactfulWealth #HyperionWealth #GenerationalLegacy #RBC

Did you know women’s sports are in a dramatic growth period? Features such as unique investment models and shorter media rights deals make it an appealing market for investors. #HyperionInsights #RBC #WomensSports #SportsBusiness #InvestmentOpportunities

Meet the team

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Learn more about Hyperion Wealth Group

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Latest Insights

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Global equities: A confluence of possibilities

Apr 02, 2025 | Jim Allworth |

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.

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Woman reviewing stock chart

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

Mar 28, 2025 | Robert Sluymer, CFA, technical strategist |

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

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man in a suite holding a crystalized image of a bull

The Hyperion Take: A Fresh Look at Market Week

Mar 26, 2025 | Hyperion Wealth Group |

Stay informed with Market Week - Hyperion's weekly snapshot of what moved the markets and why it matters. From Fed updates to economic trends, we break it down in a digestible format.

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Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn more.

Protecting you and your loved ones

As seniors age, they may become more vulnerable to financial abuse. Age-related mental decline and dementia, as well as becoming more isolated, can cause seniors to make costly financial mistakes. We can provide tips and guidance helping to safeguard you, your family and your assets from financial fraud and abuse.

Checklist against fraud and financial exploitation >