"Helping clients grow, protect and transfer wealth"

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 be an award-winning advisor

At the Three Points Group, we are incredibly honored that 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 to have received the following awards.

  • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020
  • Forbes/SHOOK State-by-State Top Wealth Advisors, 2018, 2019

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

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.

Latest Insights

How Fed policy is creating opportunities in high-yield bonds

The Fed is dusting off an obscure tool in an effort to keep Treasury yields low. We explore our shift to a positive outlook on high-yield bonds.

Read more

SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact us if you have questions about your plans for retirement and the SECURE Act changes.

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