Martin Klein, Financial Advisor at RBC Wealth Management

06/25/2026

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 (Klein Wealth Management Group). One conversation that ties it all together.

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

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

06/23/2026

My wife and I along with the Orange County Wine and Food Society just recently attended the 2026 Napa Valley Wine Barrel Auction.

The sold-out event this year was hosted at the newly reimagined Robert Mondavi Winery, in Oakville, California—which recently completed a 3-year $200 million renovation.

Attendees had the opportunity to taste and bid on exclusive wine lots from over 100 vintners from the acclaimed 2024 vintage. Some of the top grossing lots were Cardinale, Joseph Phelps, Ovid, Chappellet, Continuum Estate, Robert Mondavi, Favia and Alpha Omega. In addition, most of the major restaurants from the valley were represented. Some of my favorite foods were the Duck Fat Fries and Aioli from Compline, the Salmon Rillettes from Bouchon Bistro, the Wagyu Hot Dog from Charlie’s, the Buttermilk Fried Chicken Slider from Ad Hoc, the Gott’s Roadside Cheeseburger and the Chilled Summer Corn Soup from Angele.

The entire weekend of events raised over $6 million for the Napa Valley Vintners Youth Wellness Initiative.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

05/28/2026

Last week the Lott IMPACT Trophy announced their Watch List for the 2026 Season at their annual luncheon held at the Pacific Club in Newport Beach, California.

Of the 42 announced players, 17 are defensive backs, 16 are defensive lineman and 9 are linebackers.

This year, there are 16 players from the Big Ten (the most of any conference), 13 from the SEC, 6 from the ACC, 5 from the Big XII and 2 from Notre Dame.

The Lott Trophy annually goes to the college defensive player who has had the biggest impact on his team both on and off the field. The winner is selected by a national voter panel, consisting of former winners, members of the media, coaches and members of the Board of Directors of The IMPACT Foundation.

The winner will be announced at a gala black-tie event at The Pacific Club on December 9, 2026.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

05/21/2026

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.

On Memorial Day, we honor their memory and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear.

Today we remember, we honor and we say thank you.

The photo is the Honolulu Memorial in the National Cemetery of the Pacific located at the Punchbowl Crater in Honolulu. Its walls are etched with the names of 28,788 military personnel who are missing in action or were lost or buried at sea in the Pacific. The statue of Lady Columbia, also known as Lady Liberty, is reported to represent all grieving mothers. She stands on the bow of a ship holding a laurel branch.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

05/19/2026

This past week, Will and I attended an extremely informative RBC Team Summit meeting in Viking Lakes (just outside of Minneapolis), Minnesota.

The meeting focused on enhancing the client relationship and experience—maximizing our AI to strengthen client communication and reporting. RBC’s upgraded technology now upgrades many of our services---allowing our clients to have access to a team of specialists instead of a team of generalists.

We also discussed behavioral finance—challenging traditional theories that assume markets are ideally efficient. Research continues to show that emotions, biases and mental shortcuts can clearly affect decision-making. Our AI can help investors stay focused on a goals-based framework.

After one of the meetings we were able to visit the Minnesota Vikings Football Team Hall of Fame, as their practice facility is located in Viking Lakes. It definitely got us looking forward to football season.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

05/07/2026

Need cash? The math behind whether you should borrow or sell can make all the difference. Read more: https://bit.ly/4wdft32

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/7208944 [email protected]

05/05/2026

I’m excited to share that RBC Wealth Management is an official sponsor of The Soccer Tournament (TST) again this year.

This year’s tourney is May 27 to June 1 and includes women’s, men’s and now coed soccer teams vying for a $1 million prize in each category!

TST showcases world-class talent and continues to support the expansion of women's soccer.

So excited for this fast-paced, 7 vs. 7 play on the pitch in Cary, North Carolina.
https://bit.ly/4f0EEzA



Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

04/30/2026

Looking for a great beach in Kona?

Last summer, before attending a wedding on the island, my wife and I spent a few days at the Mauna Kea Resort.

Opened for guests in July of 1965, it was the first resort on the Big Island and the most expensive hotel ever built at the time. Listed as one of the Historic Hotels of America, it just went through a recent $200 million renovation.

The Mauna Kea Golf Course also just went through an upgrade by Robert Trent Jones Jr. (the course was originally designed by his dad). Even before the hotel was ready for guests, it opened with the televised “Big 3” match featuring Jack Nicklaus, Arnold Palmer and Gary Player.

The Seaside Racquet Club for hotel guests offers extensive tennis and pickleball—recently named one of the Top 5 tennis destinations in the world.

For art lovers, there are hundreds of museum-quality art objects from the Pacific and Asia throughout the hotel—collected by hotel founder Laurance S. Rockefeller.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

04/28/2026

How do you make sense of the constant stream of economic data? RBC Economics' new U.S. Monthly Executive Briefing does exactly that - connecting the dots between weekly updates and the bigger picture. Their first edition conclusion: It's hard to bet against the U.S. economy.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

We’re excited to launch our very first U.S. Monthly Executive Briefing. It separates signals from noise in the economy—addressing what’s changed each month, but within a semi to annual context. In this first edition, RBC Economics’ Frances Donald, Michael Reid, Carrie Freestone and Imri Hagg...

04/17/2026

I recently attended an outstanding Ramey Wine Dinner at the Pacific Club in Newport Beach, CA with guest of honor Alan Ramey.

Known for combining Old World techniques with the distinctive terroirs of Sonoma and Napa, Ramey Wine Cellars produce Chardonnay, Pinot Noir, Cabernet Sauvignon and Syrah.

David Ramey and his wife Carla founded the winery in 1996. This was after David had gained experience working for Christian Moueix at Petrus in Pomerol and then later working with Zelma Long at Simi. David and Zelma collaborated on research in whole-cluster pressing, lees contact and cooler fermentation—a Chardonnay style now used by many wine makers. These techniques earned him the nickname “Professor Chardonnay” by Wine Spectator.

In August of 2025, the Robb Report listed the Ramey, Hyde Vineyard Chardonnay, Carneros, Napa Valley, 2018 as one of the 50 Greatest Chardonnays of the 21st Century So Far.

Claire and Alan Ramey became co-presidents of Ramey Wine Cellars in 2021, after working in all aspects of winery operations since 2013.

My two favorite wines of the night were the Ramey, Hyde Vineyard, Chardonnay, Sonoma, 2022 and the Ramey, Pedregal Vineyard, Cabernet Sauvignon, Sonoma 2011.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]