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 - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Social Media

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Have you had conversations with your heirs about the wealth you plan to pass on to them? If not, you’re not alone. Most haven’t. I can help!

Building community and helping people thrive is what we’re all about. It’s showcased during special events like MLS All-Star Week, where connections are made and local nonprofits are honored. Shout out to this year’s host city Austin, Texas! #TeamRBC #MLS

Connecting with people and helping them achieve their goals is our business. That’s why we are proud of firm-sponsorship events that foster community and honor nonprofits that are making a difference in people’s lives. The recent MLS All-Star Week and events in the RBC House at Antone’s in Austin, Texas, scored big on community building! #TeamRBC #MLS

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

Older couple sitting with their daughter in their living room looking at accounts on a tablet and discussing finances.

The Great Wealth Transfer and its impact on philanthropy

By involving heirs in philanthropic decisions today, families can create a clear path for continuing their charitable legacy.

Read more

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