Welcome to the Metolius Wealth Management Group

All of us at The Metolius Wealth Management Group have the same values - a deep commitment to our clients and a desire to play an even more comprehensive and strategic role in our client's financial lives. Each member of our team brings a unique background and various strengths to the table (see " Our Team"). We are very excited to offer an expanded set of capabilities with new areas of specialization to our clients.

Our expanded capabilities include:
 
  • High level Wealth Management Planning with a unique focus on Retirement Income Strategies
  • Expanded Portfolio Management Capabilities
  • Fixed Income Specialization utilizing high quality individual bonds
  • Tax Efficiency Reviews
  • Comprehensive Estate and Trust Reviews

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.

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 financial plan.  The Metolius Wealth Management Group operates what we call a "family office" for our clients-where our team is involved in the myriad of financial decisions that come up in our client's daily lives.

Gain financial flexibility

Be prepared for almost any financing need 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 smart, yet potentially untapped source of opportunity. 

How would a Biden blue wave impact sectors?

The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.

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.

Meet the team

The Metolius Wealth Management Group is committed to our client's security, success, and fulfillment.  With over 82 years of combined industry experience in our group, our goal is to be our client's most trusted advisor and ultimate resource for their personal, family, and business needs.

 

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