Our mission

Our mission is to collaborate with clients and take a holistic approach to wealth planning. We primarily work with individuals and families who see the value of a trusted relationship with a team of financial professionals. Our team has a passion for working with clients to develop a customized wealth plan for the future that has the potential to change their lives in meaningful ways, but still allow them to live the life they want in the present. We are a multi-generational team with varying backgrounds, which allows us to look at our clients' situations from many different angles, and thus serve them better. By engaging in our process our clients are able to define their individual financial needs and dreams – which allows us to create a customized plan that gives them confidence now and for the future.

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Are You Afraid to Retire Even Though You Can Afford To?

Actually retiring may be the hardest part about retirement. If you’ve got cold feet, here are some ideas to make retirement the next step in a journey, not a final destination.

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Earlier this week our team had Jarret, alongside other members of the RBC Madison Office, spend the afternoon volunteering at the beautiful 300 acre Lakeshore Nature Preserve. They spent their time removing invasive plant species to help promote the growth of native flora in this area. Well done Team RBC!

The Future of Retirement: Longer Lifespans and Changing Needs

What are the disruptive forces affecting retirement and how can you prepare?

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Let's take the next step together

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

Meet the team

Learn more about The Capitol Investment Group