Proud to be a national award-winning advisor

I am very proud to be a Forbes Top Next-Gen Wealth Advisors Best-In-State list in 2026. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Proud to work with two nationally recognized teammates

At Perissos Wealth Group, we are very proud that Financial Advisor's Garth Holbert and Michael Matta, have both been named a 2026 Forbes "Best-in-State Wealth Advisor." It's an honor to have not one but two teammates nationally recognized as one of the best in the industry- because it means we are serving our clients well. Congratulations Garth and Mike! 

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.

Taking required minimum distributions

If you invest in traditional IRAs or employer-sponsored retirement savings plans, it’s important to know that they are not shielded from taxes indefinitely. When you reach age 73, depending on the year you were born you must take required minimum distributions (RMDs) to avoid tax penalties. Contact us today to learn more about your options.

Proud to work with a nationally recognized teammate 

At Perissos Wealth Group, we are very proud that Financial Advisor Michael Matta was named a Top Next-Gen Wealth Advisors Best-in-State in 2025. 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, Mike!

Having a trusted contact person is important

If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them. 

Connect with us today to add a trusted contact person to your account.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

What is your abundant life?

To help our clients live an “abundant life” we are committed to these standards:

• To embolden each business owner, professional and retiree to seek an abundant life
• We are committed to helping clients “go beyond” financial and investment goals
• Providing clients personalized strategies that are relevant and unique to them

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. 

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.

Learn more about the Perissos Wealth Group to get a deeper insight into what we have to offer our clients.