Tom Wuertz, Financial Advisor at RBC Wealth Management

Tom Wuertz, Financial Advisor at RBC Wealth Management I aim to help my clients achieve their financial goals and dreams. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. 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.

Your hard work and determination have brought you here. Congratulations on your graduation!This milestone represents mor...
06/03/2026

Your hard work and determination have brought you here. Congratulations on your graduation!

This milestone represents more than a diploma or a degree. It's proof of your commitment, resilience and willingness to invest in yourself.

As you step into the next chapter, remember that the skills and confidence you've built will carry you forward.
Here's to new beginnings and all the possibilities ahead.

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving.At RBC...
06/03/2026

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving.

At RBC Wealth Management, I help new grads start strong, from building a budget to planning ahead. Because the earlier you lay a solid financial foundation, the more possibilities your future can hold.

π‘πžπšππ² 𝐭𝐨 𝐠𝐒𝐯𝐞 𝐭𝐑𝐞 𝐠𝐒𝐟𝐭 𝐭𝐑𝐚𝐭 𝐫𝐞𝐚π₯π₯𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬? Let’s talk.

Your retirement plan has a lot of moving parts. Social Security. Savings. Investments. But is something missing?An annui...
06/02/2026

Your retirement plan has a lot of moving parts. Social Security. Savings. Investments.

But is something missing?

An annuity may be the missing piece that completes your retirement picture, providing steady, reliable income that works seamlessly alongside everything else you've built.

Ready to see how it fits into your plan?

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communic...
06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.On Mem...
05/25/2026

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.

On Memorial Day, we honor their memory and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear.

Today we remember, we honor and we say thank you.


The lessons our mothers teach us shape everything we become. How to dream bigger. How to work harder. How to show up for...
05/10/2026

The lessons our mothers teach us shape everything we become. How to dream bigger. How to work harder. How to show up for the people we love.
Today we honor the women who believed in us before we believed in ourselves and who continue to inspire us every single day.
Happy Mother's Day to all the moms out there. You’re incredible!

Behind every service member is a spouse who holds everything together with incredible strength and grace.Today we honor ...
05/08/2026

Behind every service member is a spouse who holds everything together with incredible strength and grace.

Today we honor military spouses who manage households, careers and countless transitions while their partners serve.

Your resilience, sacrifice and unwavering support don't go unnoticed. Thank you for all you do.

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the...
05/06/2026

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the way. I can help you, regardless of your current circumstances. Reach out today.

Today we celebrate the rich culture, resilience and contributions of the Mexican American community.Cinco de Mayo remind...
05/05/2026

Today we celebrate the rich culture, resilience and contributions of the Mexican American community.

Cinco de Mayo reminds us of the strength that comes from heritage, family and the courage to build something meaningful.

Whether you're honoring tradition or creating new memories, here's to the vibrant spirit that makes our communities stronger.

04/29/2026

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

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329 N. Main Street Suite 104
Austin, MN
55912

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+15074334690

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