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.

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

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

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 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.

Latest Insights

Feature image photo of businessman

The Fed’s “insurance” cuts look set to pay off

Dec 13, 2019 | Thomas Garretson, CFA

The Fed thinks its rate cuts will reduce economic uncertainty and a phase one trade deal appears at hand. Will either shift the investing landscape?

Read more

Latest Insights

bride and groom holding hands on wedding day

Plan your children’s destination wedding without derailing your retirement plans

Dec 10, 2019 | RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

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