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.

2023 / 2024 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.

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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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.

Read more

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