Brooklyn Bridge & city with opaque gears overlaying the sky
RC Wealth Management Group Photo

Our Team

The RC Wealth Management Group is dedicated to helping our clients actively pursue their financial goals. We understand our clients have specific needs and tailor our services with a long-term approach to the markets
Meet the Team
Female advisor with client and their family

Our Clients

Through our comprehensive wealth management platform, we serve athletes, families, high-net-worth individuals, and institutions – all of whom seek detailed plans designed to help alleviate complexities and stress.

We strive to communicate complex financial concepts to you as if you were one of our family members – simple and direct, without any industry jargon.

Our Simplified Process

During our consultations, we will ask:
  • What are your goals and time horizon? 
  • What are your passions? 
  • What are your financial fears? 
Once we acquire a greater understanding of your wants and needs, we can design and implement a customized roadmap that reflects your specific situation.
Learn More
Female advisor meeting with husband and wife clients

Our Approach

Whether you are seeking a traditional, commission-based brokerage relationship or a fee-based relationship through our advisory services, our guidance and strategies are driven by your needs, comfort level, risk tolerance, and time horizon.

Where we reasonably believe it to be in a client’s best interest, we recommend:

Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.

Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.


We take the time to understand your individual needs and cater our suggestions to your specific situation.  Once we’ve established your goals, we can provide you with a customized wealth management plan that allows you to focus on your career, your family, and your long-term goals.