The purpose of our practice is:

  1. Our responsibility is to always put the clients first, no matter what.
  2. Honesty and integrity is the cornerstone of our practice.
  3. We strive to be a source of education and guidance to not only you, but to your family.
  4. We are committed to being a financial resource guide for you. As situations arise in your life, we will seek the resources you need to be successful.
  5. Our reach extends beyond the state of Minnesota. Our clients reside coast to coast.
  6. Our technology resources make it simple to get the task at hand completed and to ensure you always have the ability to get your account information wherever you may be.

Latest Insights

Stepping stones

Equity bull cycle intact but rising long-term rates are a growing risk

The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.

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College aged woman studying on floor with computer.

Saving for college: 529 plans offer flexible and tax-smart education savings

Learn how 529s can be an effective tool to build a college fund for today and the future.

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Let's start the conversation

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Contact

Aurora Wealth Solutions Group

651-766-4924
awsg@rbc.com

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
advisor

Echelon Wealth Strategist

advisor

Wealth Strategist