Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 414-347-7012, steve.ticcioni@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Contact

Trident Wealth Solutions Group

414-347-7012
steve.ticcioni@rbc.com
image of Jim Wozniak

Jim Wozniak, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Director
image of David Morris

David Morris, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Director
Steve Ticcioni

Steve Ticcioni, CFP®, CPA*, MBA

Vice President - Financial Advisor
Rob Kuehn

Rob Kuehn, CFA, CFP®

Senior Investment Associate