Welcome to the Tempel-Reser Wealth Management Team website

Our team provides comprehensive wealth management solutions for families and businesses.

Our objective is to provide our clients with a knowledge base to form realistic expectations for portfolio return. The foundation of our practice is the client. Service is our top priority. We learn what our clients need, and while we address their risk tolerance we lay out the systems, procedures and methods necessary to achieve those needs. Our practice is run with the same level of integrity that we expect in our personal business relationships.

Service is our top priority

Investment philosophy

It is our goal to provide quality service aimed at building the net worth of our clients. The cornerstone of our investment philosophy is to preserve capital and to reduce risk. We achieve this by becoming your comprehensive wealth manager.

We will consistently strive to observe the highest professional and ethical standards and constantly seek ways to improve service while increasing our client’s wealth.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

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 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.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

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.

Meet the team

Learn more about the Tempel-Reser Wealth Management Team.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Latest Insights

Woman reviewing stock chart

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

Mar 28, 2025 | Robert Sluymer, CFA, technical strategist

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

Read more
adult daughter talking to senior mother

How to talk to your parents about their estate plan

Mar 25, 2025 | RBC Wealth Management

Conversations about values and wishes for their estate are as important as the planning itself.

Read more
Disclosures

Alan Reser is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, IA, IL, IN, KS, MI, MN, MO, NC, NM, NY, OK, PA, SC, TX, WA.

Lori A Tempel is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DE, FL, HI, IL, IN, KS, MI, MO, NC, NM, NY, OK, PA, TX, WA, WI.

Read additional advisor disclosures.