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

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.

08/06/2026

This summer, The Rashidi Group is proud to be the T-shirt sponsor and concession sponsor for the Miracle League of Green Bay. Seeing the excitement on each player’s face and the incredible support from families, volunteers, and fans reminds us why organizations like this are so important.

The Miracle League is about so much more than baseball. It’s about creating a place where every athlete has the opportunity to play, belong, and shine.

Thank you to everyone who makes this organization so special. We’re grateful to support a mission that brings so much joy, confidence, and inclusion to our community, and we look forward to cheering on these amazing athletes for years to come!

07/03/2026

Wishing you and your family a safe and meaningful #𝐅𝐨𝐮𝐫𝐭𝐡𝐨𝐟𝐉𝐮𝐥𝐲.

#𝐈𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐜𝐞𝐃𝐚𝐲 is a reminder of what truly matters: freedom, community and the people we hold dear.

05/27/2026

What a wonderful afternoon at our second annual women’s event: Women's Wealth, Health & Leisure event!

In celebration of National Women’s Health Month, we brought together an incredible group of women for conversations about market updates, wellness, travel, and living a balanced, fulfilling life. Guests enjoyed valuable financial insights, travel tips, wellness discussions, and even a few yoga stretches along the way.

One of the biggest messages of the evening was that while saving and investing for the future are important, it’s equally important to enjoy the life you’re working so hard to build. The best financial plans create room for both security and meaningful experiences.

Thank you to everyone who attended and helped make this event so special. We loved spending the day with you and look forward to doing it again next year!

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!

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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