Honesty. Integrity. Trust.

These are more than just words, these are the foundation of our team’s everyday actions. We operate our team with your best interests in mind by providing independent advice and we have been doing this for over 20 years now. We run our practice in a cost-efficient structure that starts with asking the right questions to get a picture of where you are today with your financial goals and determining where you want to be in the future. Our management process involves us developing customized client portfolios along with a personalized wealth plan while centering all of this around proactive client service. If you would like to learn more about how we can help you and your family then reach out to us today.

Our investment process

By working with the Kulesa Group your service goes beyond us just recommending stocks, bonds and mutual funds for your accounts. We take a proactive approach to wealth management that revolves around the handling of your financial assets and our investment process is shaped by these four objectives:

  • Provide active management of client portfolios
  • Provide proactive client service with personalized advice
  • Manage the tax implications of your investments whenever possible
  • Work with your CPA and attorney to bring together a comprehensive plan of action

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.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

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 the team

Learn more about The Kulesa Group and follow us on LinkedIn and Facebook.

The Kulesa Group awards & recognitions

Chris Kulesa has an impressive accolade history. He has received the Directors Council award consecutively from 2014 to 2019. In 2022, Chris was honored with the Presidents Council, a prestigious recognition. The following year, in 2023, he achieved the Premier Council status, solidifying his position as one of the top 200 advisors for RBC Wealth Management. Most recently, in 2024, Chris was recognized by Forbes as one of the Best-In-State Wealth Advisors.

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.

RBC Wealth Management Online