National recognition.

Midwest ethics.

Proud to be a national award-winner

We are honored that founding member Brad Wheelock has been nationally recognized as a top advisor in the U.S. for over a decade. It is gratifying to be recognized among our peers but the true reward comes from knowing we are serving our clients well. Brad’s awards include:

  • Listed among the Top 1% of wealth advisors in the nation – for 10 years in a row – Barron’s Magazine – 2018-2009
  • Ranked among the Top Wealth Advisors in the countryThe Wall Street Journal – 2018, 2017*
  • Ranked the #2 wealth advisor in MinnesotaBarron’s Magazine (March 2018) & Star Tribune (March 2012) 
  • Named one of America’s Top Wealth Advisors 2017 – Forbes Magazine – October 2017
  • Featured in “America’s Top Wealth Advisors 2016: The Pros Millionaires and Billionaires Trust With Their Money"  Forbes – August 2016
  • Recognized among the top wealth advisors in America – Financial Times – April 2013
  • Recognized as one of the top wealth advisors in the United States  National Association of Board Certified Advisory Practices – 2012, 2011
  • Listed among the top 25 advisors in the country Rep Magazine – November 2012

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.

Join the quarter-century club

There’s a reason that 99% of our clients stay with us. We invite you to learn first-hand what it’s like to have a seven-person team helping you reach your financial goals. Contact us today to learn more or to schedule a meeting.

Contact us

We invite you to learn more about the Wheelock Investment Group and how we can be of service to you. Please fill out the form below to contact us.

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About us

While the Wheelock Investment Group focuses on producing results, we recognize that "trust" is an investment unto itself. It requires nurturing and time to establish, but once earned it can span generations.

Clients trust us to act in their best interest—always. In some instances, they even trust us with their family's future. We are incredibly honored to be the steward of that trust.

Perhaps that's why we're so proud to have 232 multi-generational families or foundations that have been clients for 25 years or more. This type of loyalty is both humbling and rewarding. It is with great pride that we invite you to be a part of something special and begin your own journey toward the "quarter century" club. To ensure that we can continue to deliver unsurpassed service, investors with $500,000 or more are invited to apply.

With sincere humility and respect,