OnTrack Wealth Solutions

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- RBC Wealth Management Online
Contact

A life on track

OnTrack Wealth Solutions brings the many individual pieces of your financial life together into a simplified plan. Our mission is to empower you and your family to stay OnTrack to achieve your goals and dreams.

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.

<p>The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. 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 is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. 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. This is not indicative of this financial advisor’s future performance.</p>

Global Insight Monthly

High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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.

OnTrack’s approach: About us – Wealth solutions

Meet our team

Learn more about OnTrack Wealth Solutions.

Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Rhys A Helt is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, PA, PR, SC, TN, TX, UT, VA, WA, WY.

Rhys A Helt, NMLS # 1592911, and Ann Kitchel, NMLS # 522226 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.

Ann Kitchel is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WY.

, Rhys A Helt, NMLS # 1592911, and Ann Kitchel, NMLS # 522226 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.

Rhett Helt is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NY, OH, PA, SC, TN, TX, UT, VA, WA, WY.

, Rhys A Helt, NMLS # 1592911, and Ann Kitchel, NMLS # 522226 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.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

OnTrack Wealth Solutions

Phone: 866-221-9440

Rhys A Helt, AWM, CFP®, CIMA®

Senior Vice President - Branch Director,
Senior Portfolio Manager - Portfolio Focus

Phone: 317-810-5417

Ann Kitchel, CFP®

First Vice President - Financial Advisor,
Consulting Group

Phone: 317-810-7722

Rhett Helt

Financial Advisor

Phone: 317-419-7487