Plan Well. Invest Wisely. Live Fully.

 

Retirement Planning - Starting Early and Staying on Track

Mar 26, 2025 04:00 PM Eastern Daylight Time - Mar 26, 2025 05:00 PM Eastern Daylight Time
Location To Be Determined

Plan today for a better tomorrow and join our retirement planning webinar to help secure your future. 

RSVP

There are no events to show

Who we are

Our mission is to provide stewardship and guidance to help our clients protect and grow their legacy. Managing the intricate needs of our clients in today’s complex, rapidly changing economic environment requires a dedicated team approach, focused on developing long-term relationships while providing outstanding service.

The Cypress Group has over 90 years of combined experience, providing wealth planning for high-net-worth individuals, business owners, executives and their families. Our experience allows us to provide strategic investment solutions, wealth planning, legacy and estate planning services, as well as risk management solutions. We strive to be our clients’ single source for wealth management advice, focusing on thoughtful planning and wealth management that looks beyond their investments and integrates all aspects of their financial lives.

Building successful relationships and delivering on our mission requires a variety of experience, roles, skills and personalities. We have built a respected team of professionals committed to our clients’ financial independence. Each team member focuses on different aspects of the overall management process to continue building on our relationship and make adjustments where necessary as a client’s needs change. We are there for them at every stage of their financial journey.

The Cypress Group has been recognized as a Forbes Best-in-State Wealth Management Team, 2023.

Our process

The first step in our wealth management process is to identify a client’s financial needs and set goals by getting to know them. We carefully listen to their objectives and ask the necessary questions to identify specific needs, opportunities, expectations, desires, fears and concerns. We consider their tax situation, liquidity needs and risk tolerance to tailor a plan suited to help them achieve their financial objectives.

Beyond a client’s financial needs, we also consider their life plan. Special circumstances, family needs, health issues, priorities and preferences that shape their life become an integral part of the recommended strategy.

Next, we develop a customized portfolio to complement the client’s overall wealth management plan, incorporating our strategy to seek to minimize risk while carefully selecting goal- and risk-appropriate investments. We have access to an extensive platform of resources and high-quality investments to provide options that fit their goals and wealth plan, investment time frame, risk tolerance, priorities and preferences.

Finally, we periodically review their plan and re-evaluate their needs, based on life changes, market movement and economic factors. We meet with them to discuss any life changes or overall objectives and adjust the portfolio as necessary to help them stay on track.

Strength you can trust

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

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / 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.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Current Time 0:00
Duration 0:30
Loaded: 33.03%
Stream Type LIVE
Remaining Time 0:30
 
1x
    • Chapters
    • descriptions off, selected
    • captions off, selected
    • en (Main), selected

    Global Insight Monthly

    Global Insight Monthly cover - February 2025

    Power, storage,
    and electrification:
    A revolution

    As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

    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

    The Cypress Group

    Learn more about us. 

    Latest Insights

    2025 Tuition madness

    Tuition madness: Are you saving enough for college education goals?

    With the March NCAA® basketball tournaments upon us, take a look at the cost to attend these colleges and universities for the next four years. Do you have the right plan in place to support your students on their postsecondary journey?

    Read more

    Why investors choose RBC Wealth Management

    At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

    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.

    *Required fields
    Disclosures
    1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
    2. Ratings (as of February 26, 2025) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
    3. Ratings (as of February 26, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
    4. Ratings outlook.

    The 2023 Forbes Best-in-State Wealth Management Teams award was announced January 2023. Data as of 3/31/22. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

    Paul Brinkley is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, NC, NJ, NM, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WV, WY.

    Paul Brinkley, NMLS # 2598058, Jeremy Beakes, NMLS # 421076, Adam VanDamme, NMLS # 2595237, and Tyler Thomas, NMLS # 2223937 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

    Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

    Jeremy Beakes is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, NC, NJ, NM, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WV, WY.

    Adam VanDamme is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, NC, NJ, NM, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, VT, WA, WV, WY.

    Tyler Thomas is currently registered to conduct business with residents of the following states: NC, OH, SC, TN.

    Read additional advisor disclosures.