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The Rashidi Group

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Green Bay, WI
The Rashidi Group

Helping you grow more than wealth Helping with the financial side of achieving those goals is central to everything we do.

We are a professional wealth management team that helps you answer the question, 'What is important to you?' We prioritize your objectives and prepare to accomplish them. We often help our clients:

- Plan for retirement, including the creation of an income stream;
- Fund an education for a loved one;
- Prepare for a major purchase;
- Protect their family or income; and
- Create a legacy to be remembered by.

03/19/2026

While the NCAA®️ basketball tournament is underway, check out RBC Wealth Management’s college cost brackets to help you assess and set your financial goals for yourself or your loved ones.

03/05/2026

We’re excited to officially welcome Owen Johnson to The Rashidi Group as a Client Associate!

After spending the past two summers as an intern with our team, Owen decided he wasn’t sick of us yet — and thankfully we weren’t ready to let him go either. In all seriousness, we’ve had the chance to watch Owen grow over the past couple of years, and we couldn’t be happier to have him join the team full-time.

Owen graduated from the University of Wisconsin–La Crosse in December with a degree in Finance and has already proven himself to be thoughtful, hardworking, and someone our clients and team truly enjoy working with.

Please join us in welcoming Owen to the team, we’re excited to have him back (this time permanently)!

01/14/2026

Honored that our team was named a 2026 Forbes Best-In-State Wealth Management Team.

This recognition reflects the collective effort, collaboration, and commitment of an outstanding group of professionals — and the trust of the clients we’re privileged to serve. Grateful for this team and proud of the work we do together.

For the official Forbes award announcement click here: https://bit.ly/45bjXeR

01/01/2026

Happy New Year! Wishing you a bright 2026, filled with connection and joy!

12/02/2025

Last week, our team along with Jean's daughter and grandkids, had the honor of ringing bells for The Salvation Army. This was a powerful reminder of why we do this work- connecting purpose to planning.

Today, on Giving Tuesday 2025, we’re reminded that financial wellness includes thoughtful, intentional giving. When generosity aligns with values and strategy, the impact can last a lifetime.

If you need help exploring charitable giving strategies, tax-smart donation options, or ways to incorporate philanthropy into your long-term financial plan, message me, I’m always happy to help 😊

Let’s keep giving with purpose, big or small makes a difference.

11/27/2025

As we near the end of November, a month that always reminds us to slow down and reflect—We want to share our gratitude for the incredible clients and team we get to work with every day.

This year hasn’t been without its challenges. Markets tested our patience, headlines tested our optimism, but together we stayed focused on long-term goals and continued to make meaningful progress. To our clients, thank you for your continued confidence. And to our team, thank you for showing up with integrity, care, and commitment in everything you do.

Wishing everyone a happy and restful Thanksgiving filled with love and gratitude.

11/11/2025

Thanks to all veterans and their families on this Veterans Day!

10/31/2025

Happy Halloween! May this festive day of costumes and candy fill your heart with delight!

10/14/2025

Please help us welcome Julie Niznansky to The Rashidi Group at RBC Wealth Management! Julie joins our team as a Financial Advisor based in the Milwaukee area, and we’re so excited to have her on board.

Julie brings a passion for helping clients feel confident about their financial future, and we know she’ll make a wonderful addition to our group.

We're so proud of how our team continues to grow... not just in size, but in talent, collaboration, and shared commitment to serving our clients. Welcome to the team, Julie! 😊

09/11/2025

I had the privilege of attending the RBC Managed Solutions Symposium in Nashville this week, where our senior management team shared RBC’s growth outlook and reaffirmed how we differentiate ourselves by putting clients at the center of every decision.

Highlights included:
• Introduction of RBC’s premier savings account, currently offering one of the most competitive rates in the industry with an FDIC limit of $200 million.
• Continued investment in technology to strengthen our capabilities and client experience.
• Collaboration among top advisors to share insights and improve how we serve clients.
• Market updates from analysts to help us better guide clients on where opportunities may lie.
• Thoughtful discussions with experts in social security, estate planning, investment management, and technology.

As our president Tom Sagissor shared, we only improve by listening to our advisors because they’re on the front lines of the client experience. I left Nashville energized and excited to apply these insights to better serve my clients.

07/31/2025

It’s National Intern Day, so of course we have to give a shoutout to our MVPs of the past two summers: Morgan and Owen! Whether it’s tackling projects, keeping us organized, or just reminding us how Gen Z uses technology, these two have been total rockstars.

Thanks for all your hard work, we’ll try not to cry when summer ends.

07/15/2025

What better way to celebrate the 4th of July than by supporting local youth, embracing wellness, and being part of a strong, values-driven community.

The Leopolis Booster Club Super Sprint Triathlon is always a day filled with grit, gratitude, and good fun. The Wetzels each placed first in our age group, but more importantly, we showed up for a cause bigger than ourselves.

At RBC Wealth Management, we believe in leading by example whether it’s helping clients plan for the future or taking on new personal challenges. Because just like in wealth planning, you never know unless you TRI. ❤️

Address

2465 Marina Circle Ste 500
Green Bay, WI
54304

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Website

https://us.rbcwealthmanagement.com/rashidigroup/?utm_source=ExtNet&utm_medium=Yext

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