Proud to be named a 2025 NAPA Top DC Advisor Team

We are proud to be recognized by the National Association of Plan Advisors (NAPA) as a Top Defined Contribution (DC) Plan Advisor Team.

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2025 as Best-in-State Wealth Management Team.

Helping you grow more than wealth

Business owners benefit from our knowledge and understanding of 401(k) and defined benefit plans as well as personal wealth management. We take the time to understand the needs of the business and its employees while identifying opportunities for improvement in a current plan. We take pride in offering thorough participant education to help employees take advantage of everything being offered. Our goal is to help create more peace of mind for business owners, knowing their financial pictures are assessed with proposed solutions to any challenges.

Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more in 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.

Our FA's

team photo

Contact

The Promus Wealth Management Group

317-810-7714
promuswealth@rbc.com

Latest Insights

Anchor

The earnings anchor

Middle East stress comes and goes, and could come back again. But corporate profit results and the earnings outlook tend to have a more enduring impact on U.S. stock market performance. We assess the earnings trends and future prospects.

Read more