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

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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

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Contact

The Promus Wealth Management Group

317-810-7714
promuswealth@rbc.com

Latest Insights

Semiconductors

First-half 2026 equity recap: Leadership comes in different forms

While semiconductor stock performance dominated headlines in the first half, the U.S. equity rally is more than a simple semi story. We dissect four key catalysts that held sway over performance and provide thoughts on what lies ahead for investors.

Read more