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.

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Financial empowerment matters. Reach out to access the resources available to help people of all ages feel more educated regarding money, investing and wealth planning.

Are you and your loved ones aligned when it comes to your family’s financial legacy and the intended long-term impact? Have you discussed it? Now is the time and our new wealth transfer planning guide can help break the ice. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

How are you taking your RMDs? The deadline for 2025 is December 31. Explore your withdrawal options today.

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.

Check out our upcoming events

Looking for guidance on your retirement and investments? Join our team's monthly webinars for expert insights on market trends, Medicare, Social Security best practices, and a variety of other subjects.

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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. In 2024 and 2025, Chris was recognized by Forbes as one of the Best-In-State Wealth Advisors for Kansas.

Learn more about RBC WealthPlan