Let us help you grow more than wealth

Value statement

To provide personalized investment strategies consistent with the risk tolerances, life goals, and long-term objectives of our clients.

Our vision

At The Tailored Portfolio Management Group at RBC Wealth Management, we recognize that no two investors are alike. That is why we consult one-on-one with our clients — so that we may evaluate and understand their unique circumstances, goals, and aspirations. The result is a personalized investment portfolio designed specifically to meet each client’s needs. Every team member combines experience, knowledge, and dedication with the extensive breadth of services offered by RBC Wealth Management to build strong client relationships.

Proud to work with a nationally recognized teammate

At The Tailored Portfolio Management Group, we are very proud that Financial Advisor Jeffrey Horn has been named an AdvisorHub Advisor to Watch in 2022. It’s an honor to have a nationally recognized teammate—because it means we are serving our clients well. Congratulations, Jeffrey!

The Tailored Portfolio Management Group was also named a Forbes Best-In-State Wealth Management Team in 2023.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

Enjoy the benefits of paperless delivery

Paperless delivery of your account documents is convenient, complimentary—and secure. Consider the many benefits:

  • Receive documents sooner
  • Streamline your recordkeeping
  • Conserve natural resources
  • Access your information anywhere

To get started, sign in to your personal accounts in the upper left-hand corner of my site, and click on the Go Paperless! link in the In The Spotlight section of the homepage to get started.  Please contact me if you have questions, or call 1-800-933-9946 for technical assistance.

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 Tailored Portfolio Management Group.


In memory of Don Schwarz

We are all saddened by the passing of Don. He was a special person, exceptional financial advisor, passionate philanthropist, great leader, mentor, and friend to all he knew. We admired and respected his professionalism at work, his dedicated service to the community, support for the military and police, his care he extended to his clients and for the love that he showed to his family and friends. Don was enormously proud of his work, and his team is dedicated to carrying on his legacy. Our sympathies go out to his wife, Kat, his family, and all who loved him like we did. He will be forever remembered for his kindness, his generosity and his spirit of true compassion.

Latest Insights

Family sitting around dinner table

How a family mission statement can help with your wealth transfer plan

Working with your family to develop a wealth mission statement can chart an intentional course for the future.

Read more

Bulletin Board