Welcome to the Metolius Wealth Management Group

Our value statement

What does money mean in your life?  What shapes your attitudes and opinions about what you want from your money?  At the Metolius Wealth Management Group, we realize that you are a unique person who deserves an approach that is designed specifically for you.  That's why we make it a priority to get to know you-not just as an investor but also as an individual with needs, desires, and attitudes that don't always fit neatly into the industry-standard wealth plan.  

Taking required minimum distributions

If you invest in traditional IRAs or employer-sponsored retirement savings plans, it’s important to know that they are not shielded from taxes indefinitely. When you reach age 73, you must take required minimum distributions (RMDs) to avoid tax penalties. Contact us today to learn more about your options.

Global Insight Monthly

Will AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Read GI Monthly »

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Become a client