Retirement Courses

WE Wealth Management Group

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- rbcwealthmanagement.com
Sign in Important information
Home
About
WE client process
- Wealth management approach
- Market commentary
Client experience
WE Vlogs
- WE WMG Blog / Vlog
- RBC Wealth Management Insights
Retirement Courses
Offerings
Events
Contact

Tuesday Evenings: 6:00pm - 8:30pm

October 6, 13, 20, & 27

At the Concordia Campus in Mequon

CUW Pharmacy Building, Room PH-149

Scott Bern, NMLS # 1682007, and Tyler Briggs, NMLS # 1829769 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Scott Bern, NMLS # 1682007, and Tyler Briggs, NMLS # 1829769 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

WE Wealth Management Group

Phone: 262-241-6341

Paul Westphal, CIMA®

Senior Vice President - Branch Director,
Senior Portfolio Manager

Phone: 262-241-6341
Cell: 262-423-3178

Scott Bern

Senior Vice President - Financial Advisor,
Portfolio Director

Phone: 262-241-2331
Cell: 262-202-0421

Tyler Briggs, CFP®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager

Phone: 262-241-2326
Cell: 262-227-5407