The Sides Group - RBC Wealth Management

Welcome

Welcome to The Sides Group, one of York, Pennsylvania's leading financial advisory teams. In addition to private wealth management, we specialize in corporate retirement plans. We are one of Central Pennsylvania's leading 401(k) providers. We encourage you to explore the investment options, services, and information available on our website.

2021 and 2022 Top DC Advisor Team

The Sides Group is proud to be named as one of the Top Defined Contribution Advisor teams by the National Association of Plan Advisors.

The 2021 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2021. Data as of 12/31/2020. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The 2022 National Association of Plan Advisors’ Top DC Advisor Teams award was announced March 2023. Data as of 12/31/2022. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

Proud to work with a nationally recognized teammate

At The Sides Group we are very proud that Financial Advisor Josh Smeltzer has received Financial Planning 40 Regional Brokers Under 40 in 2022 and 2023. 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, Josh!

The 2022 Financial Planning "Top 40 Brokers Under 40" and "Top 40 Regional Brokers Under 40" award was announced February 2022. Data as of 9/30/21. Financial Planning annually ranks the industry’s top producers under 40. Nominations were received from advisors and managers and ranked according to production totals. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The 2023 Financial Planning "Top 40 Brokers Under 40" and "Top 40 Regional Brokers Under 40" award was announced February 2023. Data as of 9/30/22. Financial Planning annually ranks the industry’s top producers under 40. Nominations were received from advisors and managers and ranked according to production totals. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Global Equity: Tight fitting

The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind. 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 Sides Group

Bulletin Board

January 20, 2023

As the U.S. hits the debt ceiling, what’s next for financial markets?
December 5, 2022

Global Insight 2023 Outlook
November 18, 2022

Key tax reference numbers 2023
January 3, 2023

Plan Sponsor Digest
February 6, 2023

Global insight weekly