Who we serve

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:

  • Estate planning strategies for individuals and families
  • Wealth management strategies for corporate executives
  • Personalized financial strategies for women
  • Investment programs for healthcare practices
  • Investment strategies for small businesses

Speak up for inclusion

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.

Prosper US Spring 2022 CoverExplore Prosper•US

The Spring 2022 edition of RBC's Prosper US magazine is now out! This is the fifth issue of the magazine, which showcases different aspects of our unique culture at RBC Wealth Management-U.S. and features several #WomenofRBC sharing personal stories about their lives at work and at home. Read the Spring 2022 edition.

Let us help you grow more than wealth

Teaching you to retire with confidence

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.

Services

What you need is what we do

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.

  • Financial and estate planning
  • Retirement and education planning
  • Tax planning
  • Wealth transfer
  • Charitable giving
  • Investment management
  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Alternative investments
  • Cash management
  • Risk and liability management
  • Income protection strategies
  • Lending services

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of 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.

Please view the link below for a more in-depth explanation of how we can serve you.
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Latest Insights

Closeup of man using calculator and spreadsheets

How do currency markets affect fixed income investment?

The relationship between government bond yields and exchange rates is more complex than many investors realize.

Read more

Upcoming events

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