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RBC Wealth Management

WE Wealth Management Group

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                  • RBC Wealth Management
                    • rbcwealthmanagement.com
                  • Sign in Important information
                  • Home
                  • About
                    • About our team
                    • Our second opinion process
                    • Community involvement
                    • The RBC Wealth Management difference
                    • Working with a CFP®
                  • WE client process
                    • Wealth management approach
                    • Market commentary
                  • Client experience
                  • WE Vlogs
                    • WE WMG Blog / Vlog
                    • RBC Wealth Management Insights
                  • Offerings
                    • Long-term care
                    • Financial empowerment
                    • Portfolio Focus
                    • RBC WealthPlan
                    • ESG and responsible investing
                    • Women and wealth
                  • Events
                  • Contact

                  Scott Bern, NMLS # 1682007, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 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, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 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, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 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, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 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, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 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, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 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, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 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, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 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, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 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, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 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, Tyler Briggs, NMLS # 1829769, and Blaine Gibson, NMLS # 1822211 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 - Portfolio Focus

                  Phone: 262-241-6341

                  Scott Bern

                  Senior Vice President - Financial Advisor,
                  Portfolio Director Group

                  Phone: 262-241-2331

                  Tyler Briggs, CFP®

                  Senior Vice President - Financial Advisor,
                  Senior Portfolio Manager - Portfolio Focus

                  Phone: 262-241-2326

                  Blaine Gibson, CFP®, CPFA®

                  Vice President - Financial Advisor

                  Phone: 262-241-6342

                  Aris Bofiles, CPFA®

                  Vice President - Financial Advisor

                  Phone: 262-241-6343

                  Walter Taylor

                  Financial Advisor

                  Phone: 262-404-1063

                  Gregory Kostka

                  First Vice President - Financial Advisor,
                  Portfolio Director Group

                  Phone: 414-347-7117

                  Paula Burns

                  Senior Registered Client Associate

                  Phone: 262-241-2338

                  Patrick McGraw

                  Registered Client Associate

                  Phone: 262-241-2325

                  Robin Rebarchik, APP

                  Senior Investment Associate

                  Phone: 414-347-7085

                  Susan Goffiney-Walton, APP

                  Investment Associate

                  Phone: 262-241-2327

                  Address
                  Mequon
                  10528 N. Port Washington Rd.
                  Mequon, WI 53092
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