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

Social Media

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MLS is back! It’s year four of the RBC Wealth Management partnership with Major League Soccer (MLS). With the world coming to our doorstep, 2026 promises to be an unforgettable year for the sport in North America. Who’s your go-to team on the pitch?

Wealth transfer is about more than money. It’s about your family legacy and aligning your priorities, passions and values with the next generation. Our new wealth transfer report can help you create a family legacy that spans generations. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

The majority of NextGen heirs say receiving an inheritance would prompt them to think about their own legacy and long-term goals, like spending more time with family and giving to philanthropic causes. Let’s talk about how I can help you plan your legacy.

Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in 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

Dockworkers

Tariffs: A revenue win – but not a deficit fix

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

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