Begin your investing journey

Your time is valuable. While you may want to make your own portfolio management decisions, you may be too busy to know every detail about individual securities and evaluate all the pros and cons regarding whether to buy, sell or hold. Our goal is to help manage your wealth to its full potential through an array of strategic, integrated advisory programs customized to meet your financial objectives and aspirations.

Advisory programs are designed for individuals

  • Seeking more personalized financial guidance and a hands-on approach to managing their investments. 
  • Having more complex financial situations, long-term goals, or a desire for professional advice on portfolio management. 
  • Needing a closer advisory relationship, customized investment strategies, and ongoing financial planning services provided by a financial advisor.

Advisors providing advisory services offer

  • Personalized guidance tailored to individual financial goals, risk tolerance, and circumstances.
  • A holistic approach and support on investment strategies and wealth planning, that aim to optimize returns and mitigate risks. 
  • Insights, education, and updates on market trends to help clients make informed decisions.

Trends we see:

Prioritize long-term wealth planning over short-term transactions. Advisory services cater to this approach by offering integrated strategies aligned with clients’ life goals.

Advisory services often take a holistic approach to financial wealth planning, including retirement planning, tax consideratations, estate planning, etc.

Individuals value personalized advice and guidance tailored to their unique financial situations and goals.

Advisors often emphasize risk management and diversification strategies, which may be more appealing to individuals seeking stability and reduced risk exposure in their investments.

Advisory services come with advice and support. Advisors also often offer education and updates on market trends, adding value beyond transactional portfolio management.

Benefits of advisory

CirclesExperience

Our qualifications include demonstrating personal integrity, superior client service, knowledge and experience to carefully evaluate the investment opportunities and ideas available to suit your needs.

two people sitting at desk iconPortfolio management

We take the time to understand your goals, investment preferences, time horizon, risk tolerance and liquidity needs to create and maintain a portfolio that's customized for you.

clockTimely investment decisions

We evaluate your portfolio to see that it's aligned with your goals. If changes need to be made, or if new opportunities present themselves, we will be ready to act quickly on your behalf.

Computer stack iconThe resources of RBC Wealth Management

As one of the country's largest full-service securities firms, we offer world-class research and wealth management capabilities. Plus we have access to professionals in estate planning services, retirement planning, insurance, college/education financing and small-business needs.

hand shakeClient-first philosophy

Our clients come first and we act in the best interest of you when providing investment advice.

 

2024 Tuition Madness

Are you planning ahead for the win?

Check out the 2024 Tuition madness brackets, which feature the projected four-year tuition costs for each team in the NCAA® men's and women's basketball tournaments. Any surprises? Let's discuss your education funding goals today.

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

Feel the excitement in the air as we celebrate the kick-off of another season of Major League Soccer! Are you ready to raise your scarves up?

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. 

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 sustaining a family legacy or taking a sustained journey. Let’s talk about where your ideas will take you.

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.

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.

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


 

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