Joe Lambrecht

Background

About Joe Lambrecht

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.Professional wealth management helps you 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 byI have been with RBC Wealth Management since 2006. After receiving a B.A. degree from Saint John’s University in government and business administration I spent 20 years at Ameriprise and Piper Jaffray. I take pride in not only educating my clients, but making sure that I stay educated and current as well. As such, I have studied for and passed the examinations to obtain the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) designations and am in the process of completing the Chartered Market Technician (CMT) designation. For information about other honors and awards, please visit my website.