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

Minnetonka, MN 55305
Map & Directions

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

There’s Wealth in Our Approach.

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 Markets Commentary: Dollar Awakening

The return to higher, conventional interest rates should be the biggest game changer in years for bonds, stocks, and currencies. The greenback seems like it’s already embarking on a multi-year period of outperformance. Read the full financial markets commentary, as well as asset-class views and key forecasts, in the latest edition of Global Insight.


Let's Take the Next Step Together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.


Contact Me


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