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 Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. 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

Contact

The Promus Wealth Management Group

317-810-7714
promuswealth@rbc.com

Latest Insights

adult daughter talking to senior mother

How to talk to your parents about their estate plan

Conversations about values and wishes for their estate are as important as the planning itself.

Read more