Your wealth management team

 

At The Georgi/Barkley Group, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We take the time to gain a thorough understanding of your financial situation and provide you with the highest quality of information, services and products to help you reach your goals. The combination of our individual strengths and experiences enables us to fulfill our mission by remaining client-driven, client-focused and client-committed. Our clients are our business, and we work tirelessly to ensure your complete satisfaction.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

2024 / 2025 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

529 plan account rollovers to Roth IRAs fact sheet
529 plan account rollovers to Roth IRA fact sheet

SECURE 2.0 Act of 2022 may help Americans better prepare for retirement
Read more (SECURE 2.0 Act)

Meet the team

Learn more about The Georgi/Barkley Group.


 

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Latest Insights

cargo ship leaving port

Tariffs’ leverage extends far beyond trade

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

Read more

Bulletin Board