Sharing your vision, earning your trust

Family is important to The Larrinaga Wealth Solutions Team. We recognize that family can mean something different to everyone, and whether that includes your children and grandchildren, your closest friends, or your favorite charities, we support your unique family through good times, challenging life events and navigating the many financial phases throughout life. We maintain a dedicated focus on your needs, wants, and wishes by providing approachable, personalized advice and wealth planning solutions that can help optimize your life today, while planning for a secure and financially rewarding future. Believing in family, we are committed to long-term relationships that span across generations built on trust, integrity, transparency, and exceptional client service. Let our family take care of yours.


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, 2023 and 2024, 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!

Strength 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, AWM, CFP®

Managing Director - Branch Director, Portfolio Manager - Portfolio Focus

Josh Croy

Josh Croy, APP, CFP®

Financial Advisor

Nicole Gaikowski-Davis

Nicole Gaikowski-Davis

Client Associate

Latest Insights

Financial data display

Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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