Kieckhaefer Wealth Management Group - RBC Wealth Management

The 2024 Forbes Best-in-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2025 Forbes “Best-In-State Wealth Management Teams” award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information:  <a href="http://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

The 2026 Forbes “Best-In-State Wealth Management Teams” award was announced January 2026. Data as of 3/31/25. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

How we help individuals and families

With over 75 years of combined experience in the financial services industry, the Kieckhaefer Wealth Management Group takes a thoughtful, prudent approach to advising. This thoughtful approach includes ongoing education and understanding each area of their clients' financial lives in order to provide the best possible strategies. These areas include the following:

Cash & Liquidity Management
Tax-Considerate Planning
Retirement Income Planning
Medicare and Social Security Strategy
Investment Management
Insurance & Risk Management
Educational Planning
Charitable Giving Strategy
Legacy & Estate Planning
Alternative Investments
1031 Exchanges

We believe that true wealth is built through strong principles and well-informed decision-making through the guidance of a financial advisor. Our team helps establish and service Brokerage Accounts, Trusts, Custodial Accounts, Section 529 Plans, IRAs, Roth IRAs, 401(k) plans, SIMPLE IRAs, SEP IRAs, and Defined Benefit Plans.

Please reach out to kieckhaeferwmg@rbc.com or fill out the "Contact us" form at the bottom of this page if you believe we could be of benefit to you! We would love to hear from you!

How we help business owners

With a unique focus on company retirement plans, the Kieckhaefer Wealth Management Group has assisted numerous business owners in the administration of company retirement plans. These plans include the following:

401(k)
One-Person 401(k)
SIMPLE IRA
Cross-Tested Profit Sharing
Defined Benefit Plan

It is their mission to help serve business owners in fulfilling their fiduciary duty and to educate their employees on personal finance. James and Ryan — ERISA Section 3(21) Fiduciaries — and their team provide the following services for business owners:

Retirement Plan Design
Employee Education and Enrollment Assistance
On-Site Employee Meetings
Fee Analysis Benchmarking
Plan Investment Menu Review
Annual Due Diligence Review

Please reach out to kieckhaeferwmg@rbc.com or fill out the "Contact us" form at the bottom of this page if you are a business owner and believe that our services would be of benefit to you! We would love to hear from you!

Contact us

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