Joseph Lambrecht - RBC Wealth Management - Minnetonka, MN
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Joseph Lambrecht, CFP®, ChFC®, CLU 
Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
601 Carlson Pkwy.
Suite 500

Minnetonka, MN 55305
Map & Directions

Phone: (952) 476-3751
Fax: (952) 476-3750

How’s Your Wealth Accumulation?

My Mission

I strive to  help my clients accumulate and preserve their wealth and to help them develop multigenerational wealth management plans, helping to ensure that not only is their future taken care of, but their families as well. My goal is to educate my clients as we go through each step of my process, while providing outstanding client service. I've found that this helps ensure they are comfortable with each action we take along the way.

 

Investment Philosophy
As opposed to a traditional market capitalization philosophy of "bigger is always better". I encourage my clients to have portfolios that are alternately weighted equally, by dividend yield or by relative strength in an effort to achieve superior outcomes. I believe investment income-similar to free cash flow for a successful business-is critical for a successful retirement portfolio. I employ both fundamental and technical analysis in decision making, fundamental to determine what to buy, technical to determine when to buy or sell. 

 

What is Important to You
Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything I do at RBC Wealth Management. I am able to assist with the following:
  • Planning for retirement
  • Creating an income during retirement
  • Funding an education
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating the legacy you want to be remembered by

 


Financial Commentary—U.S. Shale Oil: The New Global Swing Producer

GlobalInsight.jpgOver the past decade, U.S. shale oil has become an important swing factor in the global supply equation. Recently, falling crude prices have prompted a precipitous decline in drilling activity in these plays. Despite this, production has continued to rise. A declining rig count is only the start of a supply response. The eventual impact on production will likely be measured in quarters not months. Read the full economic outlook in the latest edition of Global Insight.

 

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Global Insight Special Report: Strong Dollar Here to Stay

GI-StrongDollar.pngA strengthening U.S. economy has ushered in a dollar bull market that may have several more years to run. Investors should position for a “strong dollar” world—which may mean increased global equities performance and a rise in U.S. valuations.

Read the full market commentary, including which sectors and industries could benefit, in the Global Insight Special Report: Strong Dollar Here to Stay.


Taking the Next Step
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click on the Contact Me box.

Contact Me


Joseph Lambrecht is currently registered to conduct business with residents of the following states: AZ, CA, DC, FL, IA, IL, MN, MS, NJ, NM, NY, OH, PA, TX, WA, WI

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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