Welcome to our website!  Here you will find a vast amount of resources giving you information about our team members, our investment process, the services that we provide to our clients and our firm - RBC Wealth Management. 

Our Value Statement

Kevin Piker, Chris Kulesa and Ted Broker strive to provide their clients with exceptional service through a disciplined process in order to develop a wealth management plan suitable to their clients’ needs. Their investment process is shaped by the following characteristics:

• Provide active management of client portfolios.

What this means is that we will actively monitor and modify client investments in order to adjust for market conditions.  We will also watch to see if certain styles or categories of investments fall out of favor, if a manager leaves a company or if an investment’s performance, when compared to its peers, begins to lag over time.

 

• Provide proactive client service.

We pride ourselves in our service model that we provide to our clients.  We talk to our clients at a minimum of once per quarter in order to give them an update on their accounts.  We will also send out insightful newsletters & emails from time to time as well as provide educational seminars for our clients throughout the year.

 

• Focus on capital preservation while seeking modest growth and consistent returns.

Our goal is to provide consistent returns while reducing volatility in our portfolios.  Our portfolios typically have about half of the risk of the stock market because of our diversification strategies.  We want our clients to make money in the good times but we also want to help protect their investments as much as possible when the markets are volatile.

 

• Minimize tax implications whenever possible with the use of tax-efficient investment strategies.

We realize that everyone is concerned about taxes so we will use tax free bonds and other tax-deferral strategies to help our clients grow their money as tax efficient as possible.

 

• Work with your CPA and attorney to bring together a comprehensive plan of action for your financial situation.

Along with managing your investments, we want to work with your CPA and attorney to bring together a complete financial plan that helps to minimize taxes and also focus on estate planning goals.  Those goals can be things such as making sure a surviving spouse has the income that he or she needs when the other spouse has passed away, providing gifting strategies to heirs or charities and assisting in the overall generational wealth transfer process.