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 Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

Read the 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

Positioning for inflation shocks

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields