Helping you grow more than wealth

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 520-615-4328, jason.dalen@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Meet Jason and Jennifer

Learn more about us

image of Jason Dalen

Jason Dalen, CPFA®, JD*

Senior Vice President - Financial Advisor, Portfolio Director Group

Jennifer Carroll

Jennifer Carroll, APP

Investment Associate

Pleased to serve you in multiple locations

I am proud to serve clients in multiple locations.  I invite you to contact me to set up a meeting in one of my convenient locations:

Tucson, AZ office

3430 E. Sunrise Drive, Suite 250
Tucson, AZ 85718

Leawood, KS office

4001 W. 114th Street, Suite 200
Leawood, KS 66211

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