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.

The WE Wealth Management Group in the news

February 2023: Blaine Gibson shares how he has witnessed firsthand people in successful careers make financial mistakes. He saw it up close in his own family when he watched his father try to fix his aunt’s missteps with a family estate plan. This common experience was so stressful and time-consuming for his family that Blaine was inspired to learn more about how he could help people have better experiences with money. He found his way into wealth management, a career that has been deemed the perfect fit for him. The industry has provided him opportunities to help clients pursue financial success, and also offered ways for him to volunteer, teach financial education and advocate for Black students to consider a career that he’s found so fulfilling. Read more about his advocacy for financial empowerment, mentorship and recruitment of diverse talent here.

Prosper US magazine coverRead the latest from Prosper•US

The fall issue of RBC Wealth Management’s Prosper·US magazine features stories of the women financial advisors who use the firm’s capabilities to serve their clients and help them prepare for retirement and other financial goals. Read more about our client first approach in these inspiring stories.

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

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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.

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

Shibuya intersection

Shaking up corporate Japan

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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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