Frelke Wealth Management - RBC Wealth Management

2026 Forbes "Best-in-State Wealth Advisors" list

We are very proud that Financial Advisor Sean Frelke was named to 2026 Forbes "Best-in-State Wealth Advisors" list. It is an honor to have a teammate recognized as one of the best in the industry because it means we are serving our clients well. Congratulations, Sean Frelke!

<p>The 2026 Forbes "Best-In-State Wealth Advisors" award was announced April 2026. Data as of 6/30/2025. The award is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes advisor's best practices, client retention, industry experience, compliance records; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.</p>

We do what we say we're going to do

Who we are - Our focus is highly effective personalized planning and wealth management consulting.

What we do - Coach, lead and advise clients to financial decisions that can lead to higher levels of financial security and less financial stress.

Why we do it - A desire to help clients reduce stress in their lives around financial issues, so they may focus their attention on the things that are most important to them and live their best lives.

Connect with us - If you are a business owner, pre-retiree, or family in need of a true financial coach to help drive your long-term financial success.

Our client commitment

We will:

Pay attention to your particular needs and situation.
Not chase short term gains for long term regrets.
Adjust our approach according to your life needs.
Keep our word to you.

We will not and cannot:

Predict the future.
Execute perfect market timing to avoid all risk.
Beat indexes year after year.

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 we do. We often help our 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 us today to discuss how we can help you reach your goals.

Global Insight Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Latest Insights

Kevin Warsh launches his own Fed renovation project

This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

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.

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