Our mission is to manage your financial life with care, integrity, and expertise, allowing you to focus your time and energy on family, friendships, and community. 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 tolerance while making sure that your investments align with your values. 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.
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.
With cities around the world facing increasing environmental pressures and infrastructure needs, the final article of the SusTech series focuses on metropolises that use high-tech solutions to manage the challenges of urbanization in the 21st century. As these Smart Cities enable urban sustainability, the companies and industries at the forefront of this transformation should see long-lasting channels of growth. Read the full economic outlook in the latest edition of Global Insight.
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.
Learn more about The Baum Jackson Investment Group
Take a look behind the scenes at the culture, leadership and day-to-day life at RBC Wealth Management in our latest issue of Prosper•US magazine. Designed for women who advise, plan, spend, save and give, this RBC publication is full of inspiration and practical tips for women in the industry. Read the Spring 2021 edition.
The topic of Responsible Investing is drawing a lot of attention these days, but it has been a focus for the Baum Jackson team for years. Aligning your investments with your values isn’t a new concept to us and we’d be happy to have a conversation about how we can help you feel more connected to your investments. Visit our ESG and responsible investing page and read the latest Responsible Investing newsletter.
Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.