Proud to work with nationally recognized teammates

At The Dale Group we are very proud that Financial Advisors Beth Dale and Jake Dale have received the following prestigious awards. It's an honor to have teammates nationally recognized in the industry; because it means we are serving our clients well. Congratulations, Beth and Jake!

Beth Dale

  • Forbes Top Women Wealth Advisor Best in State - 2022, 2023
  • Forbes Best-in-State Wealth Advisor - 2022, 2023

Jake Dale

  • Forbest Best-in-State Wealth Advisor - 2019
  • AdvisorHub “Advisors to Watch" list - 2023

 

Focused on your future

The Dale Group works to understand our clients’ current and future goals in order to build custom investment portfolios. With over 50 years of combined experience, we actively help construct and manage portfolios for our clients, striving for the greatest results with the least risk. The backing of RBC allows us to complete a holistic approach that addresses financial matters. In good times and bad, clients appreciate a portfolio they understand and advisors they trust.

Turn your financial goals into reality

We help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. We also work closely with our clients’ tax and legal advisors to coordinate the most efficient and effective means for turning financial goals and dreams into reality. Please contact us today to discuss how we can be of service to you.

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

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Learn more about The Dale Group

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What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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