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.
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.
The Fall 2024 issue of RBC Wealth Management’s Prosper·US magazine is filled with inspiring stories for and about women. Read how our firm goes to bat for female athletes, our commitment to fraud and scam prevention and how one colleague’s ski patrol journey helps her maintain joy on the slopes and in the office. Plus, find tips to handle changes that may affect tax planning, health and wellness resources, and more.
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.
Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »
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.
How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?
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
