Helping you grow more than wealth

Our services

For families, individuals and businesses

  • Goal-based wealth management
  • Planning and asset allocation
  • Traditional and alternative investments
  • Portfolio management
  • Insurance and risk management
  • Philanthropy and estate planning services
  • Cash management and lending solutions
  • Corporate retirement plans

Build lasting relationships

Every recommendation that the Keiser Wealth Management Group makes is unique and client specific. Our personalized advice is tailored to meet the specific needs of each family, individual and business that we advise. Although customizable, the way we operate is extremely consistent and structured to meet our clients’ expectations and preferences. Through years of success, we have found that while our client base is diverse, our clients share common traits:

  • Our clients are successful
  • They are hard workers
  • They are committed to their families
  • They want an advisor they can trust
  • They value knowledge and experience
  • They expect honest advice
  • They are goal oriented and future focused

We believe that strong and fruitful relationships with our clients are built through the values that we have in common. Clients of the Keiser Wealth Management Group are treated like family.

2024 / 2025 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Keiser Wealth Management Group

Learn more about Keiser Wealth Management Group.

 

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

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.

*Required fields
Disclosures

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Thomas Keiser is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, MI, MN, MS, MT, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TX, VA, WA, WV.

Thomas Keiser, NMLS # 1906423, and Alex Costa, NMLS # 2285587 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.