The Salzman Zimmerman Group at RBC Wealth Management

The Salzman Zimmerman Group at RBC Wealth Management We take a complicated process and make it straightforward. We partner with clients to develop a weal

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 prin

cipal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

It's back-to-school season. Is your child's education plan ready? A new school year has a way of making the future feel ...
08/27/2026

It's back-to-school season. Is your child's education plan ready?

A new school year has a way of making the future feel closer. Backpacks, first-day photos, school supply lists. And for many families, it's also a natural moment to ask: are we doing enough to plan for what's ahead?

An educational savings plan is one of the most flexible tools available for education planning. Contributions grow tax-free, withdrawals for qualified expenses are tax-free and there are no income limits to participate. This season is a great prompt to start the conversation.

Did you know 32% of families use college savings plans as a way to pay for college?Education expenses evolve over time, ...
08/20/2026

Did you know 32% of families use college savings plans as a way to pay for college?

Education expenses evolve over time, but the advantage of starting earlier hasnโ€™t changed. Savings plans start working now, well before the acceptance letters roll in.

๐‹๐ž๐ญโ€™๐ฌ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ ๐ฌ๐จ ๐ˆ ๐œ๐š๐ง ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ฉ๐ฅ๐š๐ง ๐Ÿ๐จ๐ซ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ง๐ฌ๐ž๐ฌ.

08/13/2026

Longevity isn't just a golf term, it's a financial one, too. RBC ambassador Shane Lowry opens up about what it takes to stay elite for the long run: the self-care, the mentors who shaped him and the importance of enjoying every step of the journey.

It's a mindset we bring to long-term wealth planning every single day.

07/30/2026

Do you know where to find all your important family documents quickly in the event of an emergency? Our family inventory workbook can help you get organized so that all your asset, account, contact information, and wishes are in one convenient and secure place. Take action today for peace of mind tomorrow.

07/23/2026

Setting goals isn't just something we talk about with clients, it's something our RBC ambassador Shane Lowry lives every day on tour.

Watch Shane open up about his goal-setting process and what drives him forward. The discipline it takes to compete at the Ryder Cup is the same discipline we bring to your wealth plan.

Scammers aren't just getting smarter. They're sophisticated enough to fool anyone, no matter how savvy or experienced.In...
07/02/2026

Scammers aren't just getting smarter. They're sophisticated enough to fool anyone, no matter how savvy or experienced.

Investment scams are now the most commonly reported type of financial fraud, and if you've been targeted, it says nothing about you. It happens to sharp and aware people every day.

At RBC Wealth Management, we're in your corner. Our fraud and scam recovery guide walks you through what to do next, no judgment, no shame, just a clear path forward.

You don't have to navigate this alone. Send me a message anytime.
https://bit.ly/4yj8oPJ

Your business is likely your largest asset. Most business owners haven't mapped out what a transition actually looks lik...
06/25/2026

Your business is likely your largest asset.

Most business owners haven't mapped out what a transition actually looks like, on their own timeline or their own terms.

Creating a personalized plan for what happens next can help you capitalize on opportunities.

Check out our new business ownerโ€™s guide to transition planning today. Take a look and letโ€™s discuss.
https://bit.ly/4eFO41J

As the U.S. marks 250 years since the Declaration of Independence was signed, there's no better time to consider your ow...
06/18/2026

As the U.S. marks 250 years since the Declaration of Independence was signed, there's no better time to consider your own version of financial freedom.

Financial freedom means something different to everyone, shaped by your personal values, experiences and life circumstances. For some, it means retiring early to travel or explore a new hobby. For others, itโ€™s being able to leverage credit strategically rather than out of necessity.

Weโ€™ll help you build a plan to get there.

06/18/2026

Learn how to protect yourself and your loved ones who have been targeted by fraud with this checklist.

The first step to getting ahead is getting a clear view of your retirement assets and refining your plan. Bringing all y...
05/28/2026

The first step to getting ahead is getting a clear view of your retirement assets and refining your plan. Bringing all your accounts together in one place can help you build a real strategy for growth, while making it easy to track as your career and goals evolve. Reach out to start the journey.

Address

4001 West 114th Street Suite 200
Leawood, KS
66211

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