Wheelock Investment Group at RBC Wealth Management

09/03/2026

Summertime by George is an outdoor music festival that often draws 10,000 people to the weekly event. The Wheelock Investment Group was proud to be a sponsor and give back to the communities we serve.

08/12/2026

Shout out to Coach Benson and the Dallas Cowboy’s Brevyn Spann-Ford, for allowing me to put my coaching hat back on and assist with Brevyn’s football clinic. As hard as I try to “give back” these student athletes always give more in return.

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.

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.

06/02/2026

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.

04/16/2026

FL State Park beach clean-up is a lot like Rotary ditch clean-up in MN. Interestingly, it is said waste has improved since trashcans were removed because beachgoers take the trash with them. Not a bad volunteer assignment.

04/02/2026

Jake is a valued team member who goes above and beyond for our clients, all while remaining deeply committed to supporting our local community. Thank you, Jake, for all your hard work and dedication.

This year's winners impact areas from local businesses to nonprofits to government and will be honored on April 28.

04/01/2026

It is a rare privilege to work with a dear friend and talented colleague for 30 years. Thanks for all you do, Lori. Cheers to many more!

01/28/2026

Humbled to have Forbes rank our team #2 in Minnesota and truly grateful to be surrounded by dedicated, talented and hardworking colleagues that strive every day to provide an elite experience to our clients and each other.

01/21/2026

Honored to be featured in Barron’s magazine, a national financial publication.

Full article: https://bit.ly/3LSWWqt
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