Scott Weierman

Helping you grow more than wealth

Mission statement

Our mission is to provide quality strategies customized to your needs.
Our focus is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Experience makes all the difference. We offer customized wealth management strategies to individuals, families and professionals across the nation.
Our strength is guiding individuals and families with wealth management strategies that help them pursue financial security while providing essential
services designed to protect and grow the assets they’ve worked hard to build.
When you work with us, our goal is to help you preserve, protect and grow your wealth and investments with purpose and confidence.
Through our in-depth assessment, where we go deep to learn about your current wealth planning priorities, we strive to manage risk and structure your
assets and investments so that they possess the strongest potential for growth. We are dedicated to educating you and your family about the financial matters that have the most important impact on your life. We can connect with you on a regular basis to review your portfolio and discuss how else we can be of service to you.
As your needs continue to evolve, we will strive to consistently provide the personalized solutions and financial planning required to strengthen the
capabilities of your investment strategies. We believe in working alongside you to help determine successful lead measures, all while holding ourselves
accountable to doing what is in our clients’ interest.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.¹

• Moody's Aa1 and A1 / stable⁴
• Standards and Poor AA- and A/stable⁴
• Fitch Ratings AA+² and AA-³ / stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.