Helping you grow more than wealth

Our mission

Our number one mission is to help ensure our clients’ success through a customized wealth planning process. We are committed to providing top-tier service, personalized guidance, strategic investment advice, and tailored solutions. Our unwavering dedication to our clients empowers them to achieve their financial goals.

Whether you're preparing for retirement, aiming to build your assets, or planning your legacy, our seasoned advisors craft personalized wealth strategies tailored to your unique goals. Backed by years of experience in financial services, our team offers a breadth of investment solutions to help you effectively grow your wealth and feel confident in your financial objectives.

Proud to work with a nationally recognized advisor

We are very proud to announce that Financial Advisor Wael Rashidi was named a Forbes Best-In-State advisor in 2023 and 2024, also AdvisorHub "Advisors to Watch" in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well.

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.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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.

The Rashidi Group

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Learn more about us

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