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.
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When is the best time to start collecting Social Security? Reach out to me to discuss your retirement planning and income questions.
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
Read MoreSome 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