We are proud to be recognized by Forbes in 2023 as a Best-in-State Wealth Management Team.
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.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.
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.