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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. 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

London skyline

One year in: The Labour Party’s report card

Jul 10, 2025 | Frédérique Carrier

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

Read more
Businessman with umbrella

H1 2025 equity recap: Business as unusual

Jul 08, 2025 | Kelly Bogdanova

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

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.