Helping you grow more than wealth

How we serve you

Our mission at the Bay Area Wealth Management Group is to provide approachable financial expertise with a disciplined investment process to help you reach your goals. Everything that’s done is custom-designed to support personal and generational success. As allies and advocates, Lisa and Jessica provide thoughtful insight and wealth management experience that includes collaboration with tax and estate planning counsel. Backed by the full resources of one of the world’s largest wealth management firms, our clients turn to us to pursue what matters most to them. Our unwavering commitment is to offer clients our highest level of service and advice. Our commitment to you:

  • Offer you trusted advice and a high level of service
  • Help accumulate, preserve and protect your wealth
  • Navigate uncertain economic times and rewards of the market
  • Help create sustainable cash flow strategies
  • Assist in the transfer of wealth to family and heirs

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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.

Bay Area Wealth Management Group

Bay Area WMG team image

Learn more about us. 

 

Latest Insights

European Commission building

How will Europe respond to U.S. tariff threats?

For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.

Read more

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