At The Georgi/Barkley Group, we work with individuals and families to help simplify the complexities of wealth and build plans with purpose. Many of the relationships we manage today span generations, built on years of thoughtful guidance and personal connection.
We take time to understand what matters most to you and align your investment strategy to support it. Our team includes experienced financial advisors and CERTIFIED FINANCIAL PLANNER® professionals who collaborate to help provide clear, objective advice across every stage of life.
As part of RBC Wealth Management, we provide our clients with the access and resources of a global firm, while maintaining the close relationships and individualized guidance our clients rely on.
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.
Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.
Learn more about The Georgi/Barkley Group.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
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The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.
June 1, 2023
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