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.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. 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 Consulting Group

Dan Rothenberg, CIMA®

Managing Director - Financial Advisor, Senior Consulting Group

Grace Kim

Associate Vice President, Senior Financial Associate

Douglas Christopher, CFA®

Investment Associate

Rachael Aspaturian

Registered Client Associate

Latest Insights

woman with iPad and credit card

Keep your holiday shopping merry by warding off fraudsters

With so many transactions taking place, the holiday season is prime time for criminals.

Read more