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.

Proud to work with a nationally recognized teammate

At The Dale Group we are very proud that Financial Advisor Beth Dale has received the Forbes Top Women Wealth Advisor and Forbes Best-in-State Wealth Advisor awards in 2022. It's an honor to have a teammate nationally recognized as one of the best in the industry; because it means we are serving our clients well. Congratulations, Beth!

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

Learn more about The Dale Group

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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