How will you bring your ideas to life?

You have ideas for your future. Ideas for making a difference or being somewhere different. Ideas for building an enterprise or raising enterprise support for your favorite team RBC Wealth Management will help you bring your ideas to life.

2023 / 2024 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.

Create your retirement paycheck

Wealth Insights guide coverA personalized retirement income plan can give you confidence and clarity by identifying your assets and available sources of income - along with their tax implications - to help create a secure retirement paycheck. In this Wealth Insights guide we’ll help you create your personalized retirement paycheck.

Download the guide

Image of soccer field with multiple people holding up hometown hero jerseys

Proud to be an official partner of Major League Soccer in the United States

At RBC Wealth Management, we're very excited to announce a new partnership! Major League Soccer is the fastest-growing major sport in the United States and as an official partner, we're delighted to be a trusted teammate. Learn about this beneficial partnership.

Maximize your IRA contributions to take advantage of tax benefits

With tax season approaching, now is a good time to review your traditional or Roth IRA contributions before you file your taxes. You can make your 2023 contributions until April 15, 2024, and you may lower your tax bill. The limits are $7,000 or $8,000 if you’re 50 or older.

By maxing out your IRA contributions before the April tax deadline, you can give your money more time to deliver tax-deferred, compounded growth. Over time, that can potentially add up. Contact me to discuss the possibility of maximizing your 2023 traditional and Roth IRA contributions before April 15, 2024.

All Star Hometown Heroes Showcase - group of people holding up hometown hero jerseys

Honoring community heroes for MLS All-Star month

We celebrate nonprofits making a difference in communities and recognize the MLS AllStar Hometown Heroes. As the presenting sponsor, RBC Wealth Management is honored to acknowledge these Heroes during MLS All-Star Week in collaboration with Black Player for Change and DC United. More about the award:<hyperlink TBD>

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 123-456-7890, onlinesolutions@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.

Join me for upcoming seminars and events

I am fortunate to host educational seminars and events for my clients and the community exploring a variety of topics. My events provide an opportunity to expand your knowledge and engage with me as you learn more about a specific topic. Past and upcoming events are posted on my website below. Please contact me for more information regarding a specific seminar or event.

Strategic planning for all stages of life

At the Rosenwald Team, our holistic approach to wealth management comes from knowing that a committed financial advisor works to improve your entire life, not just your finances.  With a core team of knowledgeable and dedicated professionals, a variety of financial and wealth-focused tools, and the resources of RBC behind us, we can bring clarity and confidence to your wealth management goals.

Whether you are accumulating wealth, enjoying your wealth, or are looking to leave a legacy, our team will be by your side through all stages of life. We would love to discuss how we can be of service to you.

A multigenerational wealth management practice

Our mission is to provide proactive guidance that serves your best interests, helping you accumulate, sustain and protect family wealth. We have carefully formed our wealth management team to offer a wide range of experiences and perspectives that will benefit our clients through all stages of life.

Learn more about what makes The Rosenwald Team the right choice for preserving and protecting your legacy.

Best in State
Barrons Top 1200
Forbes Best In State Wealth Advisors
Forbes Top women

Proud to be a national award-winner

The Rosenwald Team has a long-standing tradition of integrity, trust, and responsible stewardship of client assets. These are deeply held values you can always depend on. With that in mind, we are proud to announce the below honors bestowed on our founding partner, Beth C. Rosenwald.

  • Forbes America’s Top Women Wealth Advisor – 2018, 2017
  • Forbes/SHOOK Best-In-State Wealth Advisor – 2018
  • Financial Times Top 400 Financial Advisers – 2017, 2016

Let’s take the next step together

Contact us today to set up a meeting and to learn more about what makes The Rosenwald Team the right choice for you and your family. 

Best of Business

Twin Cities Business 2023

RBC Wealth Management was voted a winner in the best wealth management firm category, recognizing our abiding commitment to customers, exceptional service and ability to execute.

Best Wealth Management Company

Finance & Commerce and Minnesota Lawyer Reader Rankings 2023

RBC Wealth Management was voted #2 as a trusted brand and business partner on the Finance & Commerce reader rankings list. 


Competitive rates for your cash

Take advantage of competitive interest rates on cash balances in your RBC Cash Plus account, which is backed by the Royal Bank of Canada.

RBC Cash Plus rates

RBC Insured Deposits rates


 

City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

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Vice President - Senior Banking Advisor


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Vice President – Senior Banking Advisor


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Vice President – Senior Banking Advisor


Our culture

President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist