Welcome to the RBC Wellesley Branch


At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

Let's start the conversation

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Our Team

Our team is located at

57 River Street, , Wellesley Hills, MA, 02481, USA

Image of Stacy Poli

Stacy Poli

Managing Director - Branch Network Director

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Tim Waas

Senior Branch Service Manager

Bulletin Board

Latest Insights

Mature entrepreneur walking and talking to advisor

From builder to philanthropist: How entrepreneurial business owners can navigate wealth transitions, identity and purpose

Aug 28, 2026 | RBC Wealth Management

For many entrepreneurial business owners, the next phase involves giving—approached with the same intentionality that built their company.

Categories: Analysis

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AI data center

AI: Valuation signals

Aug 27, 2026 | Joseph Wu, CFA

The equity market segment more directly tied to AI has undergone a notable valuation adjustment amid sharper scrutiny of AI capex durability, monetization timelines, and disruption risks. Can the companies deliver on profitability expectations?

Categories: Analysis

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Repairing a pothole

U.S. fiscal policy potholes

Aug 20, 2026 | Atul Bhatia, CFA

Identifying imperfections in U.S. fiscal policy is an easy task, but it’s less clear what the adjustment process will look like. We discuss the potential path ahead for the bloated federal deficit and debt, and what it could mean for investors.

Categories: Analysis

Read more