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.


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.

Advice 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
  • Standard & Poor's 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.

Meet your team

Learn more about The Alpha Wealth Management Group


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Check out the spring 2023 issue of Insights into responsible investing, covering COP27 news, investing opportunities in the ag industry, trends for responsible investing and ways to help drive climate innovation and solutions. https://www.rbcwealthmanagement.com/_assets/documents/solutions/responsible-investing-newsletter.pdf

Looking for an opportunity to reduce your tax payment this year? Loan interest deductibility could be an option, depending on the borrowing purpose. Connect with me to discuss. Click here to learn more. https://docs.rbcwealthmanagement.com/us/31425-know-options-for-loan-interest-deductibility.pdf

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