Proud to be named an award-winning team

The Stephens Rothenberg Wealth Management Group is proud to be named a Forbes Best-In-State Wealth Management Team in 2024 and 2025.

Helping you grow more than wealth

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.

Proud to be named an award-winning team

The Stephens Rothenberg Wealth Management Group is proud to be named a Forbes Best-In-State Wealth Management Team in 2024 and 2025.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. 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.

Roger Stephens

Managing Director - Financial Advisor, Senior Portfolio Director Group

Dan Rothenberg, CIMA®

Managing Director - Financial Advisor, Senior Portfolio Director Group

Grace Kim

Associate Vice President, Senior Financial Associate

Douglas Christopher, CFA®

Investment Associate

Rachael Aspaturian

Registered Client Associate

Latest Insights

Aerial view of Shanghai highway intersection

Global equities: A confluence of possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here.

Read more