Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Proud to work with a nationally recognized teammate

At The FPI Group, we are very proud that Financial Advisor Patrick Farley was named a Forbes Best-In-State Advisor* in 2022, 2023, 2024 and 2025 and an AdvisorHub Advisor to Watch in 2022 , 2023 and 2025. In addition, The FPI Group was named to Forbes 2025 Best-In-State Wealth Management Teams list. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Patrick and The FPI Group!

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

RBC Wealth Management Online

2025 / 2026 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.

Why is wealth planning important to The FPI Group?

At The FPI Group, we know that there are several factors that influence your risk tolerance. Your age, your income, your goals and your emotional relationship with money all work together to determine which types of investments are most comfortable for you. A customized wealth plan gives us a solid foundation on which to offer you the investment strategy, recommendations and advice most appropriate for you.

Pleased to serve you at these locations

We invite you to contact us to set up a meeting in one of our convenient locations:

Marin

300B Drakes Landing Rd, Suite 155
Greenbrae, CA 94904

San Francisco

345 California Street
San Francisco, CA 94104

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Global Insight Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in Global Insight Monthly

RBC Online Bill Pay

In addition to conveniently accessing your accounts online, you can also sign up for our electronic bill payment service. Eliminate paper checks, stamps, and rushing to the mailbox. Log in to RBC Wealth Management Online today to get started.

Let's take the next step together

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