Welcome to the Kirkland Branch

The beautiful Kirkland Branch of RBC Wealth Management is located on the top floor of Carillon Point's 3000 building at the edge of Lake Washington with a unique view of Seattle, Husky Stadium and the majestic Olympic mountains. We are located just between the mid-sized town of Kirkland and the bustling city of downtown Bellevue.

RBC Wealth Management has had a presence in this community for over 17 years. The Carillon Point branch is staffed with 22 financial advisors and 12 staff members structured as both individual advisors and teams, ranging from 35 years experience to new recruits. They are committed to family and are involved in their communities, serving on various boards of charities, churches and clubs.

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Our Kirkland branch office

Our Team

Our team is located at

3760 Carillon Point, , Kirkland, WA, 98033, USA

Our Advisors

Find all advisor profiles here

David Moskovitz, CFP®

Senior Managing Director - Branch Director, Senior Portfolio Director

Latest Insights

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Global equity: Push and pull

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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