Trusted advice and exceptional service


Our mission

Each individual, family and business owner defines financial success in a unique way.   Our mission at The Droster Team is to help you navigate the path toward your vision by providing personalized solutions in wealth management planning, retirement planning and investment/portfolio management.  The main key to your long-term success is for our team to build a lasting relationship with you; built on a foundation of trust, commitment and excellence.  

Our commitment to you:

  • Offer you strong, secure and reliable financial advice,

  • Help accumulate, preserve and protect your wealth,

  • Help navigate the risks and rewards of the markets,

  • Create sustainable lifetime cash flow strategies,

  • Mitigate adverse tax consequences*, and

  • Assist in the transfer of your wealth to family and heirs.

     

     


The Droster Team in the News

Lauri Droster recently contributed to a new article in Madison Magazine about the importance of planning for retirement. Read the article in Madison Magazine.

Beth Norman provides her thoughts about helping others become good financial stewards, in a recent interview with Wisconsin State Journal. Click here to read the complete article.

Beth Norman contributed to an article on how RBC Wealth Management is helping financial advisors serve their clients true desires. Read the article in Financial Advisor IQ.

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.

Global Insight 2019 Outlook

While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.