Kiefer Wealth Management Group at RBC Wealth Management

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Wayzata, MN
Kiefer Wealth Management Group at RBC Wealth Management

Connecting your personal story to your financial well-being. We will work with you to design and implement a plan that addresses your specific needs and goals.

At Kiefer Wealth Management Group, we understand that no two journeys are the same and your financial journey is unique. Our comprehensive approach to wealth management and investment solutions will help you gain clarity and focus on your financial journey so you can enjoy all the experiences that lay ahead for you and your family. Our team and the extensive resources within RBC Wealth Management

excels at serving multi-generational high net worth individuals and their families with more complex wealth management needs. We are committed to providing sound advice, exceptional service and to work with you on your financial journey. 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.

06/17/2026

Did you know 3 in 4 homeowners would rather be at home than anywhere else? If you’ve already fallen in love with your home, the question is what your next chapter looks like.

I can help you plan for whatever comes next, whether that means upgrading your space or adding a vacation home for your favorite memories to be made.

𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐞𝐱𝐩𝐥𝐨𝐫𝐞 𝐰𝐡𝐚𝐭’𝐬 𝐧𝐞𝐱𝐭? Let’s connect

06/05/2026

Family night out at the theater? Make it even more special by knowing you're supporting a great cause! At RBC Wealth Management, we're proud to support organizations like Hennepin Arts, which brings art and culture to the heart of the city.

06/04/2026

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.

06/03/2026

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving.

At RBC Wealth Management, I help new grads start strong, from building a budget to planning ahead. Because the earlier you lay a solid financial foundation, the more possibilities your future can hold.

𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐭𝐡𝐞 𝐠𝐢𝐟𝐭 𝐭𝐡𝐚𝐭 𝐫𝐞𝐚𝐥𝐥𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬? Let’s talk.

05/28/2026

The One Big Beautiful Bill Act (OBBBA) is creating significant tax opportunities for businesses. With 100% bonus depreciation on new equipment, expanded eligibility for qualified production property investments and enhanced interest deductibility, you could reduce your taxable income. RBC can help you navigate these new incentives and optimize your investment strategy. Don't miss out on this window of opportunity.

05/06/2026

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the way. I can help you, regardless of your current circumstances. Reach out today.

05/04/2026

In honor of Mother's Day coming up, let's celebrate the incredible women who inspire us and enrich our communities through the arts! RBC Wealth Management is proud to support organizations like Hennepin Arts, which empowers women to create a lasting legacy.

04/22/2026

Did you know discussing money with your children can help them feel more confident managing their finances as an adult? Even small steps like encouraging kids to save part of their allowance can help build a strong financial foundation.

04/09/2026

Did you know having a written financial plan is key to managing complex wealth? Take time to revisit your wealth plan each year so your financial strategy remains aligned with your long-term vision.

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/4cvG0Rb

Address

641 E. Lake Street, Suite 230
Wayzata, MN
55391

Telephone

+19524763542

Website

https://us.rbcwealthmanagement.com/linkfinancialadvisors/

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