Welcome to the Metolius Wealth Management Group


Our value statement

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.

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.

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.


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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