Total Wealth Management Group

Home
About us
Wealth planning
- Wealth management approach
- RBC WealthPlan
Retirement
- Retirement income planning
- Retirement distribution options
Investments
Resources
Contact

- rbcwealthmanagement.com
Sign in Important information
Home
About us
Wealth planning
- Wealth management approach
- RBC WealthPlan
Retirement
- Retirement income planning
- Retirement distribution options
Investments
Resources
Contact

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2026 as a Best-in-State Wealth Management Team.

<p>The 2026 Forbes “Best-In-State Wealth Management Teams” award was announced January 2026. Data as of 3/31/25. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. 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. For more information: www.SHOOKresearch.com. </p>

Vision

Through a client-centric approach, we strive to attain and exceed the changing needs of our clients by providing innovative solutions, personalized guidance and white-glove service.

Mission

Building a better path—helping our clients toward financial success through tailored solutions, informed guidance and a commitment to understanding the needs of each individual. As a client-centric, multigenerational wealth management team, we aim to be reliable and trustworthy in providing the knowledge, experience and tools needed to navigate the evolving personal financial landscape.

Global Insight Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Meet the team

Learn more about Total Wealth Management Group

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.

Latest Insights

Sector ETFs vs. benchmark indexes: How RIC rules shape your investments

Sector ETFs and benchmark indexes try to track the same thing, an economic sector, yet differences in regulatory frameworks complicate the comparisons.

Contact

Total Wealth Management Group

913-451-3596
lagina.nicholas@rbc.com

Pat McCarthy is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SD, TN, TX, UT, VA, WA.

John F. McCarthy, NMLS # 2587098 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

John L. Brown is currently registered to conduct business with residents of the following states: KS, MO.

, and John F. McCarthy, NMLS # 2587098 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Eric A. Taylor is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SD, TN, TX, UT, VA, WA.

, and John F. McCarthy, NMLS # 2587098 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Scott Jones is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SD, TN, TX, UT, VA, WA.

, and John F. McCarthy, NMLS # 2587098 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

John F. McCarthy is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SD, TN, TX, UT, VA, WA. Arkansas Insurance License #21084271.

, and John F. McCarthy, NMLS # 2587098 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Tim Helfer is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SD, TN, TX, UT, VA, WA. Arkansas Insurance License #250089. California Insurance License # 0C97449 .

, and John F. McCarthy, NMLS # 2587098 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Andrew Gustafson is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SD, TN, TX, UT, VA, WA.

, and John F. McCarthy, NMLS # 2587098 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Total Wealth Management Group

Phone: 913-451-3596

Pat McCarthy, CIMA®, CRPS®

Managing Director - Financial Advisor,
Senior Portfolio Director,
Institutional Consulting Group

Phone: 913-451-3591
Cell: 913-340-3495

John L. Brown

Senior Vice President - Financial Advisor,
Institutional Consulting Group

Phone: 913-451-3592

Eric A. Taylor, CFP®

Senior Vice President - Financial Advisor,
Senior Portfolio Director,
Institutional Consulting Group

Phone: 913-451-3593
Cell: 913-340-2030