WE Wealth Management Group at RBC Wealth Management

Directions Website Contact the business

WE Wealth Management Group at RBC Wealth Management Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information.

We act as a personal wealth management advisor for our clients by helping individuals, families and small business owners execute on a wide array of financial matters. 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. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should...
10/09/2026

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should your financial strategy. Schedule time to review your portfolio’s roster and make sure you’re positioned for a winning season.

If you’re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distrib...
10/08/2026

If you’re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distribution(s)?

1. Paying bills
2. Vacation fund
3. Gifting to family
4. Gifting to organizations that matter to you
5. Saving it in a safe place for now

Let us know below.

If you still aren't sure, we have savings options to keep your funds protected and earning a competitive yield.

No complicated enrollment. No new platforms. Just a simple next step for funds you have already earned.

Reach out and let's talk through your options.

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.
09/22/2026

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.

Still logging into multiple financial sites just to see where you stand? That can change. RBC Total Wealth lets you secu...
09/21/2026

Still logging into multiple financial sites just to see where you stand?

That can change. RBC Total Wealth lets you securely connect to thousands of financial institutions, including your external 401(k), checking and credit card accounts, so everything is in one convenient place.

Reach out today to start the discussion. I’d love to show you how this view can change your planning.

09/20/2026

Successful wealth transfer is about making sure beneficiaries understand what they may receive and how their inheritance can be used for generations to come. It’s important to be prepared well ahead of a wealth transfer.

Download our free wealth transfer guide.

09/19/2026

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.

09/18/2026

Funding your retirement is likely the most expensive purchase you’ll make in your lifetime.

Retiring with confidence means managing risk and eliminating as many of the unknowns as possible.

I can create a personalized RBC WealthPlan®️ for you that simplifies the complexities of retirement income planning and makes it easier for you to see where you stand today, tomorrow and beyond.

Check out our wealth planning guide.

09/17/2026

AdvisorHub magazine recently sat down with three RBC Wealth Management leaders to explore how we're serving ultra-high-net-worth families. As this client segment grows, we're not just adding services—we're rethinking how wealth management works for those with complex and distinctive needs. Curious how this approach could work for you? Let's talk.

09/16/2026

Shane Lowry thinks beyond the next tournament. He thinks about his family's future and the legacy he is building for them. That long-game mindset is exactly how we approach legacy and wealth planning with our clients.

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Stea...
09/16/2026

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Steady contributions. Smart planning. Long game. That’s the formula!

𝐈’𝐝 𝐥𝐨𝐯𝐞 𝐭𝐨 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐩𝐥𝐚𝐧 𝐰𝐨𝐫𝐭𝐡 𝐜𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐢𝐧𝐠.

Address

10528 N. Port Washington Road
Mequon, WI
53092

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Website

Alerts

Be the first to know and let us send you an email when WE Wealth Management Group at RBC Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to WE Wealth Management Group at RBC Wealth Management:

Shortcuts

Share

Category