Process with purpose

We believe building wealth requires commitment, intentional action, and a dedicated passion to help people succeed. Our team has developed a process to help families build generational legacies.

PSO family wealth process

Planning
Strategies
Outcomes

Life goals

Legacy intent

Risk management

Investment portfolios

Estate planning services

Insurance solutions

Engage, analyze and recommend

Measure progress to your goals

Stress test every plan

>Learn more > Learn more > Learn more

 

A disciplined approach

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

  • Understanding your financial objectives—We begin by listening to understand you and your financial objectives.
  • Gathering your current financial information—Together, we gather specific information on your financial picture.
  • Developing smart, time-tested strategies—Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing thoughtful and creative solutions—We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing professional service and resources—We help you review your financial picture in light of changing circumstances both personal and market-driven.

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa22 and A23 / stable4
  • Standard & Poor's AA-2 and A3 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

You're invited: Putting the Markets in Perspective

Join us for a call with RBC's Janet Engels

We invite you to join us on September 23rd for an exclusive call with Janet Engels, director of RBC Wealth Management’s Portfolio Advisory Group and chair of the U.S. Investment Committee will be sharing RBC’s thoughts on the markets via conference call to the Billings branch. 

The call will be held on September 23, 2019 at Noon, MST. To join, please dial (866) 305-1457 and use the following access code: 2558735#

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity. 

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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.

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. 

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

advisor

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.

Test 1 - Micera

Test 2 - Micera

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 Planning Consultant


advisor

Wealth Management Consultant


Simplify your life

We invite you to view the video below for a 30-second snapshot of how our team can help you simplify your life. Contact us to discuss how we can be of service to you.

Live a life less complicated

We would value the opportunity to discuss how we can help simplify your life. Please contact us today to learn more or to set up a meeting.

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