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 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.


COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.

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

Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact us for more information.

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

Businessman looking at charts on computer

Adapting fixed income investment strategies in an ultralow rate world

What worked in the past may not work in the future. So it’s sensible to split the roles of safety and income generation in fixed income portfolios.

Read more

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.