Welcome to the Metolius Wealth Management Group

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

Our value story

At the Metolius Wealth Management Group, we realize that every client is unique and deserves an approach designed specifically to you. Our wealth planning focus provides approachable, creative and personalized advice. We strive on building lasting relationships across generations to help investors navigate every financial phase of life. With a core team of knowledgeable and dedicated professionals we can bring clarity and confidence to your wealth management goals.

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 our website to learn more about our customizable solutions designed to strengthen your financial security.

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.

Fraud and scam recovery guide
Fraud and scam recovery guide

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions, and their assets.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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    Disclosures

    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: www.SHOOKresearch.com.

    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.

    Tom Meagher is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, DE, FL, HI, ID, MA, MI, MN, MT, NC, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA. California Insurance License # 0D40420.

    Erik Tobiason, NMLS # 1282914 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.

    Erik Tobiason is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, HI, ID, IL, IN, MA, MI, MN, MO, MT, NC, NH, NY, OH, OK, OR, PA, TN, TX, VA, WA, WY.

    Ian Tobiason is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, HI, ID, IL, MA, MO, MT, NH, NY, OK, OR, TN, TX, WA.

    Pamela Carty is currently registered to conduct business with residents of the following states: AZ, CA, CO, HI, ID, IN, MA, MN, MT, OR, PA, TN, TX, VA, WA, WY.

    Read additional advisor disclosures.