Helping Families Through

Life Transitions


What is your story? All of us have different experiences but have similar concerns such as maintaining one’s lifestyle, planning for health care costs or passing on their assets and values to children.

Are you experiencing a life transition such as retirement a career change, a growing family, an aging parent, or a significant loss?

Our team uses a balanced approach while working with clients through life’s transitions. Our advisors specialize in designing and implementing investment strategies and customizing a financial roadmap for individuals and families. We work hard to become a trusted advisor to our clients and we listen to what is important to them every step of the way.

The heart and soul of The Schmiel Wealth Management Group is providing each and every one of our clients with the exceptional service they deserve, and our team is committed to building long-term relationships based on knowledge, integrity, and trust. We focus on you — the client.


Let's partner together

We invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals and families. Contact us today to start the conversation.


Our investment style

Our investment style enables us to truly control and effectively manage the assets entrusted in us. We are active managers who employ individual stocks and bonds to tailor our clients' portfolios to their specific investment goals. Our balanced approach enables us to carefully weigh investments in relation to the overall market environment and the behavior of those individual investments. We then use our expertise and experience to personally uncover and take advantage of market opportunities. Because we believe no two clients are alike, no two portfolios are exactly alike either.


What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management. We are able to assist with the following:

  • Providing strategic investment management
  • Planning for retirement
  • Creating an income during retirement
  • Maintaining or enhancing your lifestyle
  • Protecting your family or income
  • Working with attorneys on estate planning

Family Services

  • Intergenerational education
  • Inheritance education
  • Philanthropy and legacy planning
  • Family business owner solutions

We are dedicated to helping our clients achieve their financial goals of accumulating, managing, protecting and transferring wealth.

 

SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact us if you have questions about your plans for retirement and the SECURE Act changes.

On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

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

 

Learn more about The Schmiel Wealth Management Group.

Latest Insights

Business women gather in office setting.

As women age with longevity on their side, the financial future is female

Jun 29, 2020

They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.

Read more
Woman organizing purse

Power of the purse: How women can use their economic power to spend with purpose

Jun 28, 2020

Household purchasing is largely controlled by women, and they often spend to support causes and products they value.

Read more

Bulletin Board

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.