Welcome to the Metolius Wealth Management Group

We've created the Metolius Wealth Management Group because we all 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 about offering 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
  • Ongoing Tax Efficiency Reviews
  • Comprehensive Estate and Trust Reviews

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. 

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. 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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