It's not just your money. It's your life


Welcome to our website

We help people attain financial independence and freedom. We believe in non-negotiable integrity, clarity and a genuine commitment to our clients’ life goals. We pride ourslves in building long-term client relationships. Our goal is to be your personal "CFO".


"Do or do not. There is no try."

- Yoda


Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a comprehensive plan for your specific financial goals. Contact us today to learn more about our customizable solutions designed to help you strengthen your financial security.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.

Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact us for more information.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation , please contact us.

Latest Insights

Volunteers delivering food.

Helping communities heal after the death of George Floyd

Sep 21, 2020 | RBC Wealth Management

RBC Wealth Management – U.S. employees in Minneapolis and throughout the country are working together to help our communities heal.

Read more

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

How would a Biden blue wave impact sectors?

The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.