Hyperion Wealth Group at RBC Wealth Management

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Hyperion Wealth Group at RBC Wealth Management We deliver customized wealth planning, investment management, and financial coaching for clients.

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

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.

09/10/2026

The Summer 2026 Investor’s Edge newsletter is out. Whether you find your stocks have become concentrated, want to know how the One Big Beautiful Bill Act can impact your estate plan or want to better understand how your ZIP code can impact your taxes, we’ve broken it down for you.

Plus, why your 30s is the best time to act on Roth conversions and five things you can do with your wealth without selling investments. You’ll get it all in this quarter’s newsletter.

Having experience working with many families like yours, I can help facilitate a successful family meeting.I can coordin...
08/03/2026

Having experience working with many families like yours, I can help facilitate a successful family meeting.

I can coordinate with your team of professionals—estate planning attorneys, CPAs and trust officers—along with you and your family to help ensure you have the expertise needed to achieve your vision for the future.

Your legacy deserves more than guesswork.

Reach out to me for support today.

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth ...
06/26/2026

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth and withdrawals for qualified education expenses, including K-12 tuition. The earlier you start, the more time your money has to grow. Plus, contributions may qualify for state tax deductions.

06/25/2026

If you own a business, your biggest financial questions may sound something like this:

•What's my business worth?
•When's the right time to sell?
•What transition option fits my goals?

We've got a resource built around exactly those questions. Let's talk through it together.



As your career and investments have evolved, your accounts may have changed too. Consolidating with RBC Wealth Managemen...
06/05/2026

As your career and investments have evolved, your accounts may have changed too. Consolidating with RBC Wealth Management gives you one clear view and one trusted advisor to help you stay in control of your financial future. Let’s talk.

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.

Your business built your wealth. But is your wealth strategy built around your business?Many business owners pour everyt...
05/21/2026

Your business built your wealth. But is your wealth strategy built around your business?

Many business owners pour everything into growing the enterprise, and that's what makes them exceptional. But when personal finances and business strategy live in separate worlds, opportunities get missed. The most beneficial approach? A single, cohesive plan that connects your business growth to your family's financial future. One strategy. One team. One conversation that ties it all together.

That's how you move from building wealth to building a legacy.

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.

You still have time to contribute to your 2025 Roth or traditional IRA. The deadline is April 15, 2026. Take charge and ...
04/08/2026

You still have time to contribute to your 2025 Roth or traditional IRA. The deadline is April 15, 2026. Take charge and boost your financial future. Let’s talk.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/3QaBHlE

Address

818 18th Avenue S, Suite 100
Nashville, TN
37203

Telephone

+16159289510

Website

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