Each client is unique, with different dreams and different challenges at different stages of life. The same investment strategy simply does not work for everyone. From years of listening to our clients, we have developed our practice with a focus on your specific concerns, and we have the expertise to deliver a wealth management strategy that is right for you.
At WE Wealth Management Group, we provide personalized wealth management solutions including:
When that little voice in your head tells you to stay silent, it’s time to find yours and use it to speak up for inclusion.
We are proud to work for a firm that strives to drive change in the workplace and inspire meaningful progress in our communities. RBC is doubling down on our commitment to Diversity and Inclusion with a promise to redefine inclusive leadership at our firm; an investment of $100 million in small business loans to Black entrepreneurs; and a $50 million commitment to create pathways to prosperity for youth in Black, Indigenous and People of Color communities. Please read RBC’s full statement.
Take a look behind the scenes at the culture, leadership and day-to-day life at RBC Wealth Management in our latest issue of Prosper•US magazine. Designed for women who advise, plan, spend, save and give, this RBC publication is full of inspiration and practical tips for women in the industry. Read the Fall 2020 issue.
Join us for a four part series designed to help you tackle the goal of a successful retirement. Classes will be held from 6 - 8:30 pm on June 4th, 11th, 18th, & 25th at the UWM Downtown Milwaukee Campus located on the 7th floor of the Grand Avenue Mall. Classes will cover important subjects such as financial basics, retirement income, investments, Social Security, Medicare, and estate planning. Each participant will receive an optional personal financial plan and consultation included with the course. For more detailed information, please view here or contact Jayna Hintz with any questions at 414.227.3255.
Every client’s financial goals, situation and personal investment preferences are unique. As your financial advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you. RBC Wealth Management provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.
Sustainability in business isn’t just about “doing good”—it’s about good business sense. Technologies that mitigate the challenges of the 21st century are likely to see long-lasting waves of growth, creating long-term opportunities for companies and shareholders alike. Read the full economic outlook in the latest edition of Global Insight.
Learn more about WE Wealth Management Group
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.
September September 10th (4 consecutive Tuesday's) from 6 PM to 8:30 PM CST - "Financial Strategies for Successful Retirement" at UWM Downtown Milwaukee Campus located on the 7th floor of the Grand Avenue Mall
Previous events
June June 11th (3 consecutive Tuesday's) from 6 PM to 8:30 PM CST - "Financial Strategies for Successful Retirement" at UWM Downtown Milwaukee Campus located on the 7th floor of the Grand Avenue Mall
July July 13th from 5 PM to 9:00 PM CST - "Gathering on the Green" at Mequon Rotary Park. This year’s performing artists are Pat Benatar & Neil Giraldo. It promises to be a great time for all. RSVP to Olinda Ayala at olinda.ayala@rbc.com
