Welcome

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.


Proud to work with nationally recognized teammates

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, 2020, 2021)
  • Forbes/SHOOK Best-In-State Wealth Advisor (2018, 2019, 2020, 2021)
  • Financial Times Top 400 Advisor (2013-2020)
  • Forbes Top Women Wealth Advisors (2017, 2018, 2020, 2021)
  • Forbes Top 200 Women Advisor (2019)
  • Financial Times Top 100 Women Advisor (2014)

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

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

HealthTech: Healing health care’s ailments

With bloated costs and gaps in access to quality services, the traditional health care model is plagued by its own chronic conditions. But at the intersection of health care and technology, we’re seeing the development of a remedy for what ails health care. We look at the change that is afoot and what it means for the investment landscape. Read the full economic outlook in the latest edition of Global Insight.

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.

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.

Explore Prosper•US

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.

Investing with a purpose

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.

Latest Insights

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How to protect your business from ransomware attacks

Protecting your business from cybercriminals begins with understanding what ransomware attacks are, what you can do to prepare and how you can recover if you are targeted.

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eMoney: Your Personal Wealth Management Dashboard
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