Welcome

The Baum Jackson Investment Group is a multi-generational wealth management practice that specializes in helping our clients and their families accumulate, preserve and transfer wealth. We believe that creating a solid financial approach demands an appropriate level of preparation, research and execution to help ensure successful outcomes.

Every client has different needs and a unique story. Understanding and responding to those needs is at the heart of all we do. Once we have a complete understanding of your personal and financial circumstances, we can better identify your specific needs. We then create a personalized plan tailored to your specific goals and risk tolerances. Preserving and protecting your wealth is key and our approach is steady and conservative, which allows us to provide for flexibility in market conditions and events.

Proud to be a national award-winning team

As a wealth management team, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.
 

Patricia P. Baum, CPWA®

  • Barron's Top 1200 Advisor List (2018-2019)
  • Forbes/SHOOK Best-In-State Wealth Advisor (2018, 2019, 2020)
  • Financial Times Top 400 Advisor (2013-2019)
  • Forbes America’s Top Women Wealth Advisors (2018, 2017)
  • Forbes 2019 Top 200 Women Advisors
  • Financial Times Top 100 Women Advisor (2014)

Margaret M. Jackson, CFP®, CPWA®, AWM, RMA

  • Financial Times Top 400 Advisor (2019, 2018, 2016)
  • 2005 Summit Award for outstanding achievement, RBC

SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact us if you have questions about your plans for retirement and the SECURE Act changes.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Are you helping your children pay for college?

With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Contact us today to discuss which option may be right for you.

Let's take the next step together

We welcome you to experience The Baum Jackson Investment Group difference yourself. Contact us today to set up a meeting.

Latest Insights

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Tips for snowbirds heading south for the winter

Being a snowbird can have a positive impact on your quality of life, but there are numerous social, medical and financial implications to consider.

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Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.