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.

PROSPER US coverRead the latest from Prosper•US

The spring of RBC Wealth Management’s Prosper·US magazine features stories of the women rising to be their best and bringing the best of RBC to clients Read more in this issue.

Explore responsible investing

Responsible investing Wealth Insights workbookAccess our guide designed to help you better understand and identify steps you can take to invest with purpose. This workbook contains a sustainability questionnaire to assist in evaluating what’s most important to you.

Download the guide

Social Media

See footer below for group’s social profiles >

Summer’s here and it’s a good time to check in on mid-year financial goals, make necessary adjustments and eliminate unproductive debt from your finances. Schedule a call and let’s review your goals together.

Understanding the different types of second opinions - PinnacleCare

Better understand your options for a second opinion on a health care diagnosis. Read more: https://www.pinnaclecare.com/highlights/blog/second-opinions/

Read More

Supporting your loved ones shouldn't come at the expense of your own financial well-being. Message me for tactics to minimize the stress for everyone involved and build a solid financial foundation for the future.

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

Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

Jul 18, 2024 | Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

Read more
Mountain reflection in water

Water: A key investable theme of 2024

Jul 15, 2024 | RBC Wealth Management

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

Read more
Financial data display

Weaving the threads of U.S. equity outperformance

Jul 11, 2024 | Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Read more