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

See footer below for group’s social profiles >

If you have wealth to pass on to your heirs and you’ve not had a conversation about it, you’re not alone. Most haven’t. See our new wealth transfer planning guide and ask me for guidance so that your intentions and values become known. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

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

Woman looking at a computer

Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

Read more

Bulletin Board