RB Wealth Management
Your Financial Future
At RB Wealth Management, located at Royal Bank, what's most important to us is to learn about you. By understanding your goals, lifestyle and future needs, together, we will build a financial plan that suits you. Our meetings are built around lighthearted conversations that not only generate some laughter and get to know you but also cover important topics and answer any questions, big or small. We hope to develop long-term relationships that have meaning and importance.
We appreciate you taking the time to learn more about us and hope we have to opportunity to learn more about you.
Meet Brooke Palmer, LPL Financial Advisor
LPL Financial Advisorrbwealthmanagement@lpl.com | 608.381.9582
RB Wealth Management | Located at Royal Bank
Check out the background of investment professionals associated with this site on FINRA's BrokerCheck.
Brooke graduated from UW-Platteville in 2013 with a Bachelor’s of Science in Business. She accepted her first financial position shortly after college, received her series 7 and 66 license and developed a true passion for helping others understand the big picture. The financial world is intimidating and confusing at times; it is her goal to prepare others by simplifying a financial plan that can be executed with confidence. Whether you are preparing for the future, looking to retire, or have insurance needs, we are here to help!
Outside of the financial world, it is important to her to make family time a top priority. Her husband serves in the military and they have two young children. They enjoy family vacations, motorcycle rides, boating and playing euchre. Brooke also loves to casually sing, play volleyball, softball and any other outdoor activity!
Meet Claire Walmer, CERTIFIED FINANCIAL PLANNERTM
CERTIFIED FINANCIAL PLANNERTMrbwealthmanagement@lpl.com | 608.400.2428
RB Wealth Management | Located at Royal Bank
Check out the background of investment professionals associated with this site on FINRA's BrokerCheck.
As a CERTIFIED FINANCIAL PLANNERTM professional for over 20 years, Claire is known for helping, educating and supporting clients as they develop strategic financial plans for the future. Claire's passion is to partner and help clients and their families pursue their financial dreams. She is driven by personal experiences and has a deep desire to help families prepare for their financial future.
Claire is passionate about giving back to her local community, including working with the Merrimac Community Festival, serving as a member of her local snowmobile club and helping as a coordinator for her local school fundraisers. When she’s not volunteering in the community or helping customers, Claire enjoys swimming, camping, riding her ATV, bike riding and spending time with her husband, Ted and son, Braden. As a Wisconsin girl at heart, she can be found cheering on the Packers, Badgers or Brewers all year long.
Available Services and Investment Options
We're here to help you create a personalized strategy based on your lifestyle, values and goals. Using our five-step process, we take the time to understand your individual goals, educate you on available options and work with you to find fitting financial solutions.
As a registered member of the LPL Financial Network, we have access to a multitude of programs and products, allowing you to work toward your financial and business goals.
Life Insurance
Investment Planning
Gifting Options
Retirement Planning
Estate Planning
Mutual Funds
Managed Accounts
Stock and Bonds
IRAs
Annuities
Our Process: What to Expect
At RB Wealth Management, we have access to a multitude of investment products and services and are fully devoted to focusing on what’s best for you. We make all of our recommendations based on industry expertise, experience and a plan that best fits your near and long-term goals.
Personalized Planning Approach
Step 1: Discover
Have an open discussion about your values and goals and how we can be your partner to help you pursue your goals
Have an open discussion about your values and goals and how we can be your partner to help you pursue your goals
Step 2: Gather
Review your financial facts with source documents and logins
Review your financial facts with source documents and logins
Step 3: Plan
Review budgeting recommendations and create a budget
Review budgeting recommendations and create a budget
Step 4: Solutions
Create an action plan and accountability schedule for your goals
Create an action plan and accountability schedule for your goals
Step 5: Ongoing
Put your plan into action based on what's important to you
Put your plan into action based on what's important to you
A printable version of RB Wealth Management services can be found here.
Royal Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Bank and RB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using RB Wealth Management, and may also be employees of Royal Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Royal Bank or RB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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Not insured by FDIC or any other government agency |
Not bank guaranteed |
Not bank deposits or obligations |
May lose value |
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IA, IL, NY, TX, WI.