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.

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Read the latest stories from the women of RBC in Prosper•US

The Spring 2025 edition of RBC Wealth Management's Prosper•US magazine focuses on how our financial advisors are supporting clients of all ages, including Gen Xers as they work to boost their retirement savings. Check out the magazine for more from the women of RBC.

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

Contact us

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

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For midsummer financial wellness, focus on building your savings and paying down high-interest debt. Call me with questions anytime.

Legacy isn't built overnight. It's preserved with intention. Now is the time to explore tax-considerate strategies for transferring wealth, before opportunities shift. A well-structured legacy plan helps protect your assets and shapes your impact.

Moment of Zen | Sweet Perfection It’s Friday and you know the weekend is going to be a good one when the dessert is serving better looks than you are. #MomentofZen #WeekendVibes #HyperionMoments #Dessert #Instafood

Meet the team

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Learn more about Hyperion Wealth Group. 

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Latest Insights

Man waiting

Another round of the Fed’s waiting game

Jun 20, 2025 | Thomas Garretson, CFA |

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

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Two Coworkers talking

U.S. debt: Changing facts, updating views

Jun 18, 2025 | Atul Bhatia, CFA |

The U.S. government’s fiscal outlook can no longer be ignored.

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Mid Year Outlook - buildings in the UK

Global Insight 2025 Midyear Outlook: United Kingdom

Jun 18, 2025 | Frédérique Carrier and Rufaro Chiriseri, CFA |

We maintain our bias towards quality UK large-cap stocks trading at a valuation discount to foreign competitors and prefer short-dated Gilts and investment-grade short-duration bonds.

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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 >