Integrity, Experience, Discipline

Empowering your financial future

Our differentiation

Open Range Wealth Management Group brings 130 years of combined industry experience. For decades, we have remained committed to serving our clients through various market conditions. Throughout this time, we have consistently focused on what matters most: guiding our clients toward achieving their financial goals by delivering personalized, customized, and dependable wealth management solutions.

Local expertise, Global resources

We combine local expertise and global resources to ensure that every client benefits from personalized guidance and world-class financial solutions; empowering you to make informed, confident investment decisions.

Our team has deep experience and subject matter expertise that allow us to truly understand you and your financial picture, develop innovative strategies to address your challenges, and build a long-term relationship based on trust.

Long standing culture & values 

Not only are we a multigenerational team, our local roots also run deep.Our team cares deeply about community with some our history dating back to the mid-1800s. We are committed to making a lasting impact, just as those before us did, that extends for more generations to come.

  • Integrity: Commitment to the highest ethical standards. Honesty & transparency in every transaction and decision lead to stronger trust.
  • Stewardship: Be responsible stewards of our clients wealth. Preserve the legacy that was built, in order to carry the legacy into the future.
  • Community: Foster and maintain strong relationships within the communities and people that we serve.

The Team Approach

We bring fresh thinking and an entrepreneurial spirit of a local wealth management team, paired with the financial resources and vast capabilities of RBC Wealth Management’s global network — including access to comprehensive financial planning, manager research,institutional & philanthropic management, and specialized advisory services with our capital markets team — helping you navigate and respond to financial events worldwide with confidence.

Our team is composed of financial advisors and support staff with unique backgrounds and expertise to deliver an individualized, holistic approach to our clients financial needs.

Proud to be a Nationally Recognized Team

It is gratifying to have our team & team members recognized with industry awards because it means we are serving our clients well.  We are very proud to have received the following prestigious awards.

Open Range Wealth Management Group

  • Forbes Best-In-State Wealth Management Team - 2025

Pete Kline

  • Forbes Best-In-State Top Next-Gen Advisor - 2024

 

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Meet the team

Learn more about the Open Range Wealth Management Group

Latest Insights

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Disclosures

The 2024 Forbes “Top Next-Gen Wealth Advisors Best-in-State” award was announced August 2024. Data as of 3/31/2024. Forbes/SHOOK considered advisors born in 1985 or later with a minimum 4 years’ experience. Ranking is based on telephone and in-person interviews, professional credentials, advisor’s compliance records, firm recognition, and assets under management. Investment performance was not considered; and this ranking is not indicative of future advisor performance or any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients.   For more information, visit www.SHOOKresearch.com.

The 2025 Forbes Best-In-State Wealth Management Teams award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

Peter Kline is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, MD, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TX, UT, VA, WA, WI, WY.

Peter Kline, NMLS # 1935237 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Joseph Marek is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, MD, MO, MT, NC, NE, NH, NM, NV, NY, OK, OR, PA, PR, SD, TX, UT, VA, WA, WI, WY.

Brendan Ames is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, MD, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TX, UT, VA, WA, WI, WY.

Diane White is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, GA, HI, IA, ID, MN, MT, NC, NE, NH, NV, NY, OH, OK, PA, SC, TX, UT, VA, WA, WI, WY.

Read additional advisor disclosures.