Let us help you grow more than wealth

We are committed to providing you with customized investment strategies that help you achieve your goals, while also reducing your risk. We believe in asset allocation and diversification as a strategy to craft the strongest portfolio possible. We achieve this by recognizing the importance of risk evaluation and the concept that risk is essential to return. We work with nonprofit organizations and institutions along with affluent individuals and families.

Welcome.

The Alpha Wealth Management Group has over 100 years of collective experience in the financial industry and has accumulated a reputation of excellence as a leader in its field. Our team is made up of a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®), Retirement Income Certified Professional (RICP®), Certified Portfolio Manager (CPM®), and Chartered Life Underwriter® (CLU®) who are highly qualified to handle your financial goals.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA- and A/stable4
  • Fitch Ratings AA2 and AA+3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

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.

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Shared values aren’t just something we talk about. They’re what turn neighborhoods into communities and communities into something we’re all proud to call home. That’s why we’re excited to support this year’s MLS All-Star Hometown Heroes. Each nonprofit organization was nominated and voted on for their exceptional work across the Carolinas. Learn more about the 2026 Hometown Heroes: https://www.rbcwealthmanagement.com/en-us/community/insights/four-charlotte-nonprofits-to-be-honored-at-the-mls-all-star-hometown-heroes-showcase-presented-by-rbc-wealth-management?utm_source=third_party&utm_medium=organic-social&utm_id=834803&utm_content=3270553&utm_campaign=research-and-insights

Often people don’t want to talk about retirement savings until they need to, and by then, ensuring there’s enough in your account can feel like an uphill climb, especially for women who can have less saved than their male counterparts. At RBC Wealth Management, we believe that women deserve the tools, education and support they need to achieve long-term retirement security. While it’s best to start saving for retirement early, it’s never too late to start. Contact me so we can help you close that gap.

Scammers aren't just getting smarter. They're sophisticated enough to fool anyone, no matter how savvy or experienced. Investment scams are now the most commonly reported type of financial fraud, and if you've been targeted, it says nothing about you. It happens to sharp and aware people every day. At RBC Wealth Management, we're in your corner. Our fraud and scam recovery guide walks you through what to do next, no judgment, no shame, just a clear path forward. You don't have to navigate this alone. Send me a message anytime. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly