Helping you grow more than wealth

How we serve you

Our mission at the Bay Area Wealth Management Group is to provide approachable financial expertise with a disciplined investment process to help you reach your goals. Everything that’s done is custom-designed to support personal and generational success. As allies and advocates, Lisa and Jessica provide thoughtful insight and wealth management experience that includes collaboration with tax and estate planning counsel. Backed by the full resources of one of the world’s largest wealth management firms, our clients turn to us to pursue what matters most to them. Our unwavering commitment is to offer clients our highest level of service and advice. Our commitment to you:

  • Offer you trusted advice and a high level of service
  • Help accumulate, preserve and protect your wealth
  • Navigate uncertain economic times and rewards of the market
  • Help create sustainable cash flow strategies
  • Assist in the transfer of wealth to family and heirs

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Bay Area Wealth Management Group

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Learn more about us

Latest Insights

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Water: A key investable theme of 2024

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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