Our investment process

By working with the Kulesa Group your service goes beyond us just recommending stocks, bonds and mutual funds for your accounts. We take a proactive approach to wealth management that revolves around the handling of your financial assets and our investment process is shaped by these four objectives:

  • Provide active management of client portfolios
  • Provide proactive client service with personalized advice
  • Manage the tax implications of your investments whenever possible
  • Work with your CPA and attorney to bring together a comprehensive plan of action

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.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn 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.

Meet the team

Learn more about The Kulesa Group and follow us on LinkedIn and Facebook.

The Kulesa Group awards & recognitions

Chris Kulesa has an impressive accolade history during his time at RBC. He received the Directors Council award from 2014 to 2019 and in 2022 he received the Presidents Council award. In 2023 and 2024 he received the Premier Council award, which solidified his position as one of the top 200 advisors at RBC Wealth Management. Also in 2024, Chris was recognized by Forbes as one of the Best-In-State Wealth Advisors for Kansas.

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.

RBC Wealth Management Online

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 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. 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. For more information: www.SHOOKresearch.com.

Chris Kulesa is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, MS, NC, NE, NY, OK, OR, SD, TX, VA, WA. Arkansas Insurance License #7568023. California Insurance License # 0K02422.

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