Our approach

Our passion is to help our clients realize their full wealth potential by providing thoughtful and customized advice that carries through their various life phases. We apply a consultative approach that includes coordinating with other professional advisors, such as CPAs and attorneys to capture their full picture. Our mission is for our clients to focus their energy on the people and experiences that bring them joy, while we help ensure they have the financial freedom to do so.

Proud to work with a nationally recognized teammate

At Kinetix Wealth Group, we are incredibly proud that Financial Advisor, Gina Thompson, was named Forbes Top Women Wealth Advisor Best-in-State in 2025. It's an honor to have a teammate nationally recognized as one of the best in the industry - because it means we are serving our clients well. Congratulations, Gina!

Meet our team

Learn more about Kinetix Wealth Group.

Let's start the conversation

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