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, independence and reliability that allows you peace of mind.


Proud to work with a nationally recognized teammate

At the Three Points Group, we are incredibly honored that Financial Advisor, Mike Geri, has received several prestigious industry awards. It is gratifying to have our team member recognized with industry awards because it means we are serving our clients well. We are very proud of Mike for receiving the following awards. Congratulations Mike! 

Mike A. Geri, CFP®

  • Barron's Top 1,200 Financial Advisors - 2019, 2020, 2021, 2022
  • Forbes Best-In-State Top Wealth Advisors -  2019, 2021, 2022, 2023, 2024

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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.

Meet the team

Learn more about the Three Points Group.

Team members, from left to right in the image above - Jennae Reid, Jake Cusack, Olivia Jones, Mike Geri, Annelise Wildfang, Michael Brittain

Living RBC’s value to help communities prosper

At RBC, we believe it’s our responsibility to foster positive social impacts within the communities where we live and work. Mike Geri is living that value through his support of Family Law CASA, a local organization that trains and guides volunteer advocates who work with children in King county that are involved with high-risk custody cases between their parents, or sometimes, other family members. Learn what this organization means to Mike by listening to a recent interview he had with Family Law CASA.

Latest Insights

Thanksgiving table setting

The benefits of a financial chat over the holidays

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

Read more

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