Strengthening your financial security


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.

 


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Approachable advice for every stage of your financial life

Apr 23, 2020 06:00 PM - May 07, 2020 08:00 PM Central Daylight Time
Location To Be Determined

The Droster Team invites you to join us for a three-part Webex series:

  • Part one: Finance 101
    • Thursday, April 23, 2020 | 6 p.m.
  • Part two: Retirement boot camp
    •  Thursday, April 30, 2020 | 6 p.m.
  • Part three: Longevity planning: Beyond the dollars and cents
    •  Thursday, May 7, 2020 | 6 p.m.

RSVP to Alex at (608) 252-7504 or alexandra.maas@rbc.com. A Webex call-in number will be provided prior to each event.


Empowered Women: Investing for Change

Aug 15, 2019 05:30 PM - Aug 15, 2019 08:00 PM Central Daylight Time
Vogel Bros. Building Co., 5460 Fen Oak Drive, Madison, WI , 53718

The Droster Team invites you to our annual women’s program

Join us for networking with extraordinary women, fun group activities, and an inspiring discussion with local philanthropist and child advocate, Lori Vogel. Lori has been making a difference in Madison Schools with the School Supplies for Kids program since 1993. Learn more about how your own investments can make change in the world and your community. Our goal is help you identify where you want to impact positive change in your community and build a plan to achieve those goals.

5:30 p.m. Hors d’oeuvres, drinks and networking
6:15 p.m. Lori Vogel, Retired MMSD teacher, Philanthropist and child advocate for 35 years
6:45 p.m. Beth Norman, Senior Vice President – Financial Advisor | Investing for Change
7 p.m. Tower building activity, prizes awarded

Sponsored by: Fidelity Advisor
RSVP: To Victoria Cagnon by August 12 at (608) 252-7523 or victoria.cagnon@rbc.com.

 


Proud to work with nationally recognized teammates

At the Droster Team, we are incredibly proud that Financial Advisors Lauri Droster and  Beth Norman are recipients of the following prestigious awards. It’s an honor to have teammates nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Lauri and Beth!

Lauri Droster
  • 2006 Barron's Top 100 Women Financial Advisors in U.S.
  • 2009-2010 Barron's Top 1000 advisors in U.S
  • 2020 Forbes/SHOOK Best-In-State Wealth Advisor
  • 2020 Forbes Top Women Wealth Advisor
Beth Norman
  • 2019, 2020 Forbes/SHOOK Best-In-State Wealth Advisor
  • 2019, 2020 Forbes Top Women Wealth Advisor
  • 2017- 2020 On Wall Street Top 40 Regional Broker-Dealer Advisors Under 40

The Droster Team in the News

As a previous winner of the 40 Under 40 award, Lauri Droster was featured on the In Business Madison website. You can read her interview here.

Lauri Droster recently contributed to an article in the Wall Street Journal called "Is It Time to Refinance Your Mortgage?" You can read it here.

Lauri Droster wrote in Journey of Aging about what financial documents to hold on to and what to shred.  You can view here to read the article.  She also appeared as a guest on a local radio program to discuss the article.  You can listen to her segment here.

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. View 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.

Latest Insights

How Fed policy is creating opportunities in high-yield bonds

The Fed is dusting off an obscure tool in an effort to keep Treasury yields low. We explore our shift to a positive outlook on high-yield bonds.

Read more

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.

A shadow of doubt?

The U.S. stock market seems to be a bit out of sync with the recovery paths for corporate earnings and the economy. The shadow cast by COVID-19 on profits and GDP growth could be longer than expected. We examine the paths back to normal for earnings and the economy, and the implications for equities. Read the full economic outlook in the latest edition of Global Insight.