Ross Baumgarten

Hope…is not an investment strategy

Ross and his team address your wealth management needs with the same discipline, focus, and hard work habits he utilized as a major league baseball player for the Chicago White Sox and Pittsburgh Pirates.

Relocated to Naples

I have recently relocated to our Naples, Florida office. You can reach me at 239-649-3668.

Value statement

We help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives, and prepare financial to accomplish them. Helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management.

• Planning for retirement
• Creating an income during retirement
• Funding an education
• Maintaining or enhancing your lifestyle
• Preparing for a major purchase
• Protecting your family or income
• Creating the legacy by which you want to be remembered

Global Insight Monthly

Will AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Read GI Monthly »

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. For a consultation, please contact me.