Helping you grow more than wealth

Commitment to full customer service

Unbiased, prudent financial advice. Comprehensive, yet understandable guidance. Experience. These are the pillars of MidTown Wealth Management Group's financial advisory practice. Acting on your behalf and in your best interest is the cornerstone of our practice. Using high standards of ethics and integrity, we provide clients with an independent, objective and personalized approach to their unique financial needs and goals. Focusing on a client-centered approach, we listen and customize a wealth plan to fit your specific objectives. With nearly 200 years of combined capital markets and financial advisory experience, we work with our clients to develop a long-term relationship based on full service and fiduciary trust. Whether you are interested in growing or protecting your assets, or need help with legacy and generational wealth planning, our dedication to your success is fostered by creating a comprehensive plan as the foundation for our vision and guidance. If you would like to learn about ways we can help manage your wealth, reach out today.

Global Insights 2023 Outlook Cover December 2022Slow growth stasis?

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. Read the full economic outlook in the latest edition of Global Insight Monthly

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about MidTown Wealth Management Group

Proud to serve you

We are happy to serve clients in multiple locations. Contact us today to set up a meeting: 

  • Fond du Lac: 920-952-2000

Latest Insights

Looking up at high rise buildings

Do U.S. corporate earnings signal slow growth in 2023?

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.

Read more

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