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

Stepping stones

Equity bull cycle intact but rising long-term rates are a growing risk

Jul 24, 2026 | Robert Sluymer, CFA

The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.

Categories: Analysis

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College aged woman studying on floor with computer.

Saving for college: 529 plans offer flexible and tax-smart education savings

Jul 20, 2026 | RBC Wealth Management

Learn how 529s can be an effective tool to build a college fund for today and the future.

Categories: Wealth planning

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South Korea

Anatomy of the South Korean equity rollercoaster ride

Jul 17, 2026 | Jasmine Duan

Unprecedented volatility has South Korean equities in the spotlight. The MSCI Korea Index surged 150 percent to its June peak before a selloff of 25 percent within a month. We explore the impetus for this and where we believe the market is heading.

Categories: Analysis

Read more