Helping clients grow, protect, and transfer wealth
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.
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!
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
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Team members, from left to right in the image above - Jennae Reid, Jake Cusack, Olivia Jones, Mike Geri, Annelise Wildfang, Michael Brittain
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.
As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.
May 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
May 27, 2022
Trusts: A wealth transfer strategy
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