Integrity, Experience, Discipline

Empowering your financial future

Our differentiation

Open Range Wealth Management Group brings 130 years of combined industry experience. For decades, we have remained committed to serving our clients through various market conditions. Throughout this time, we have consistently focused on what matters most: guiding our clients toward achieving their financial goals by delivering personalized, customized, and dependable wealth management solutions.

Local expertise, Global resources

We combine local expertise and global resources to ensure that every client benefits from personalized guidance and world-class financial solutions; empowering you to make informed, confident investment decisions.

Our team has deep experience and subject matter expertise that allow us to truly understand you and your financial picture, develop innovative strategies to address your challenges, and build a long-term relationship based on trust.

Long standing culture & values 

Not only are we a multigenerational team, our local roots also run deep.Our team cares deeply about community with some our history dating back to the mid-1800s. We are committed to making a lasting impact, just as those before us did, that extends for more generations to come.

• Integrity: Commitment to the highest ethical standards. Honesty & transparency in every transaction and decision lead to stronger trust.
• Stewardship: Be responsible stewards of our clients wealth. Preserve the legacy that was built, in order to carry the legacy into the future.
• Community: Foster and maintain strong relationships within the communities and people that we serve.

The Team Approach

We bring fresh thinking and an entrepreneurial spirit of a local wealth management team, paired with the financial resources and vast capabilities of RBC Wealth Management’s global network — including access to comprehensive financial planning, manager research,institutional & philanthropic management, and specialized advisory services with our capital markets team — helping you navigate and respond to financial events worldwide with confidence.

Our team is composed of financial advisors and support staff with unique backgrounds and expertise to deliver an individualized, holistic approach to our clients financial needs.

Proud to be a Nationally Recognized Team

It is gratifying to have our team & team members recognized with industry awards because it means we are serving our clients well.  We are very proud to have received the following prestigious awards.

Open Range Wealth Management Group

• Forbes Best-In-State Wealth Management Team - 2025

Pete Kline

• Forbes Best-In-State Top Next-Gen Advisor - 2024

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.