Financial Freedom Starts Here

Our mission is to help individual investors and business owners achieve financial success. We are passionate about building deep, long-term relationships with our clients in order to assist them in the development & implementation of personalized, comprehensive wealth accumulation and income planning solutions to achieve their financial objectives.

Investment philosophy

We understand the importance of a financial road map and believe a strategic and holistic approach is at the very core of establishing and defining individualized goals. By tailoring this approach, it allows for the personalized ongoing adjustments necessary to stay on track during the ever challenging markets and economic environments that effect our investments. Implementing this detailed process allows for successful investing. We deliver the customized guidance and support you need to meet your long-term goals and objectives—and to weather volatile times, today and in the future. If you would like to know more about how our disciplined process and personalized services can help you meet your financial goals and needs, please feel free to contact us.


Proud to work with a nationally recognized teammate

At the Larrinaga Wealth Solutions Team we are very proud that Financial Advisor Jeri Larrinaga has been named a Forbes Top Women Wealth Advisor in 2022 and 2023, an AdvisorHub Advisor to Watch in 2022 and 2023, and a Forbes Best-In-State Wealth Advisor in 2023. 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, Jeri!

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Meet the team

Learn more about the Larrinaga Wealth Solutions Team.

My Team

Jeri Larrinaga

Jeri Larrinaga

Managing Director - Branch Director, Senior Consulting Group

Josh Croy, APP, CFP®

Financial Advisor


Nicole Gaikowski-Davis

Client Associate

Latest Insights

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Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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