A value driven approach to investing

At RBC Wealth Management, we're redefining what you can expect from a full service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal Strength and Responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive Capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Investment Philosophy

We utilize a value-driven approach to investing which is rooted in our belief that wealth is best created over time. Our client portfolios are invested exclusively on an individualized basis and tailored to each client's specific investment goals. We analyze each investor's current situation, risk tolerance, and future needs to develop a strategy to meet their goals.

Proud to work with a nationally recognized teammate

At Schindler Wealth Management Group, we are very proud that Financial Advisor, Brad Schindler, was named to the Forbes "Best-In-State Wealth Advisors" list in 2025. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Brad!

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Social Media

See footer below for group’s social profiles >
We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025.

Five Tips For Estate Planning in 2025

Bill Ringham, Director of Private Wealth at RBC Wealth Management - U.S., discusses estate planning strategies and what you should be thinking about if the lifetime estate and gift tax exclusions expire this year.

Read More

When is the best time to start collecting Social Security? Reach out to me to discuss your retirement planning and income questions.

In the second edition of Investor’s Edge for 2025, gain insights on the great wealth transfer, plus financial tips on weddings, side hustles and teaching youth to be money savvy. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

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.

Meet our team

The Schindler Wealth Management Group

Learn more about us

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Latest Insights

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more