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.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. 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.

Our FA's

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Contact

The Promus Wealth Management Group

317-810-7714
promuswealth@rbc.com

Latest Insights

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One Big Beautiful Bill Act: Beauty is in the eye of the beholder

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic imp

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