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. 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.

Global Insights 2024 OutlookGlobal Insight 2024Outlook

 Read the full economic outlook in the latest Global Insight 2024 outlook.

2023 / 2024 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Social Media

See footer below for group’s social profiles >

First day of Spring is March 19th but who’s counting? #springtime #winter #hyperionwealth #nashville

Get in the retirement zone well before you plan to retire. Read our new guide on creating your personalized retirement paycheck at https://www.rbcwealthmanagement.com/_assets/documents/rbc-retirement-paycheck.pdf and then contact our team to help build your RBC WealthPlan

What You Need to Know About Calculating RMDs for 2024

While 2023's market rebound is good news for investors, it could result in higher RMDs for 2024.

Read More

Contact us

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

Meet the team

image of Hyperion WG

Learn more about Hyperion Wealth Group

Bulletin Board

Latest Insights

Woman walking in varied terrain

An evolving market landscape

Feb 28, 2024 | Joseph Wu, CFA

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

Read more
Shibuya intersection

Shaking up corporate Japan

Feb 22, 2024 | Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

Read more

Positioning for inflation shocks

Feb 15, 2024 | Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

Read more