Three Points Group at RBC Wealth Management

Directions Website

Three Points Group at RBC Wealth Management Helping Clients Grow, Protect and Transfer Wealth Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Non-U.S.

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. Residents
This website has been published in the United States and is intended to provide information and documents in compliance with applicable United States laws and regulations. For non-U.S. residents or citizens, RBC Capital Markets, LLC may not be licensed in your jurisdiction, and the contents of this website are not a solicitation or advertisement in your jurisdiction.

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should...
10/09/2026

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should your financial strategy. Schedule time to review your portfolioโ€™s roster and make sure youโ€™re positioned for a winning season.

If youโ€™re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distrib...
10/08/2026

If youโ€™re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distribution(s)?

1. Paying bills
2. Vacation fund
3. Gifting to family
4. Gifting to organizations that matter to you
5. Saving it in a safe place for now

Let us know below.

If you still aren't sure, we have savings options to keep your funds protected and earning a competitive yield.

No complicated enrollment. No new platforms. Just a simple next step for funds you have already earned.

Reach out and let's talk through your options.

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Stea...
09/16/2026

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Steady contributions. Smart planning. Long game. Thatโ€™s the formula!

๐ˆโ€™๐ ๐ฅ๐จ๐ฏ๐ž ๐ญ๐จ ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง ๐ฐ๐จ๐ซ๐ญ๐ก ๐œ๐ž๐ฅ๐ž๐›๐ซ๐š๐ญ๐ข๐ง๐ .

09/16/2026

Shane Lowry thinks beyond the next tournament. He thinks about his family's future and the legacy he is building for them. That long-game mindset is exactly how we approach legacy and wealth planning with our clients.

09/10/2026

The Summer 2026 Investorโ€™s Edge newsletter is out. Whether you find your stocks have become concentrated, want to know how the One Big Beautiful Bill Act can impact your estate plan or want to better understand how your ZIP code can impact your taxes, weโ€™ve broken it down for you.

Plus, why your 30s is the best time to act on Roth conversions and five things you can do with your wealth without selling investments. Youโ€™ll get it all in this quarterโ€™s newsletter.

Did you know your most important asset may be your income?Life insurance can protect that asset, and itโ€™s important to m...
09/02/2026

Did you know your most important asset may be your income?

Life insurance can protect that asset, and itโ€™s important to make sure your coverage reflects your life today. Itโ€™s not just about having coverage; itโ€™s about having the ๐ซ๐ข๐ ๐ก๐ญ coverage.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ก๐š๐ฏ๐ž ๐š ๐œ๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฉ๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐œ๐จ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ.

The insurance policy is not required to receive credit, property or services from any lender or bank affiliates of RBC, and client has the right to choose any insurance provider. Any guarantees, warranties, or product benefits, including benefits allowed by riders, are subject to the claims-paying ability of the insurance company.

08/31/2026

What a season, Shane Lowry.

There's something about watching Shane compete that reminds you why the game matters.

At RBC Heritage and the RBC Canadian Open this year, he showed exactly what grit and determination look like under pressure. As someone who values both the sport and what it represents, I couldn't be prouder to cheer him on as part of the RBC Wealth Management family.

#๐“๐ž๐š๐ฆ๐‘๐๐‚

Did you know 32% of families use college savings plans as a way to pay for college?Education expenses evolve over time, ...
08/19/2026

Did you know 32% of families use college savings plans as a way to pay for college?

Education expenses evolve over time, but the advantage of starting earlier hasnโ€™t changed. Savings plans start working now, well before the acceptance letters roll in.

๐‹๐ž๐ญโ€™๐ฌ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ ๐ฌ๐จ ๐ˆ ๐œ๐š๐ง ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ฉ๐ฅ๐š๐ง ๐Ÿ๐จ๐ซ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ง๐ฌ๐ž๐ฌ.

08/12/2026

Longevity isn't just a golf term, it's a financial one, too. RBC ambassador Shane Lowry opens up about what it takes to stay elite for the long run: the self-care, the mentors who shaped him and the importance of enjoying every step of the journey.

It's a mindset we bring to long-term wealth planning every single day.

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan des...
08/05/2026

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. Iโ€™d love to help review any changes and discuss updating your documents accordingly.

๐‘๐ž๐š๐๐ฒ ๐Ÿ๐จ๐ซ ๐š ๐ซ๐ž๐Ÿ๐ซ๐ž๐ฌ๐ก? Letโ€™s talk.

Address

1918 8th Avenue Suite 3600
Seattle, WA
98101

Website

Alerts

Be the first to know and let us send you an email when Three Points Group at RBC Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category