The Hub Investment Group at RBC Wealth Management

The Hub Investment Group at RBC Wealth Management At The Hub Investment Group (Jeff Jacobson, Ellen Takagi, Molly Solari, and Liam Hurley), our team works with clients to understand their investment goals.

Our mission at The Hub Investment Group is to deliver proactive and timely service to professionals and their families and to help seek results commensurate with each client’s needs, goals and tolerance for risk. Then, we design individualized portfolios to meet your objectives using a broad range of appropriate investments. In addition, we educate clients on their investments and the strategies r

equired given the “new normal” global economy. This is a perspective that we believe is necessary for responsible growth.

Did you know your most important asset may be your income?Life insurance can protect that asset, and it’s important to m...
09/02/2026

Did you know your most important asset may be your income?

Life insurance can protect that asset, and it’s important to make sure your coverage reflects your life today. It’s not just about having coverage; it’s about having the 𝐫𝐢𝐠𝐡𝐭 coverage.

𝐑𝐞𝐚𝐜𝐡 𝐨𝐮𝐭 𝐭𝐨 𝐡𝐚𝐯𝐞 𝐚 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 𝐚𝐛𝐨𝐮𝐭 𝐩𝐫𝐨𝐭𝐞𝐜𝐭𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐢𝐧𝐜𝐨𝐦𝐞 𝐭𝐨𝐝𝐚𝐲.

The insurance policy is not required to receive credit, property or services from any lender or bank affiliates of RBC, and client has the right to choose any insurance provider. Any guarantees, warranties, or product benefits, including benefits allowed by riders, are subject to the claims-paying ability of the insurance company.

Did you know 32% of families use college savings plans as a way to pay for college?Education expenses evolve over time, ...
08/19/2026

Did you know 32% of families use college savings plans as a way to pay for college?

Education expenses evolve over time, but the advantage of starting earlier hasn’t changed. Savings plans start working now, well before the acceptance letters roll in.

𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐬𝐨 𝐈 𝐜𝐚𝐧 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐩𝐥𝐚𝐧 𝐟𝐨𝐫 𝐟𝐮𝐭𝐮𝐫𝐞 𝐞𝐱𝐩𝐞𝐧𝐬𝐞𝐬.

Did you know reviewing an estate plan doesn’t have to be a big lift? Life has a way of evolving and your estate plan des...
08/05/2026

Did you know reviewing an estate plan doesn’t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. I’d love to help review any changes and discuss updating your documents accordingly.

𝐑𝐞𝐚𝐝𝐲 𝐟𝐨𝐫 𝐚 𝐫𝐞𝐟𝐫𝐞𝐬𝐡? Let’s talk.

Having experience working with many families like yours, I can help facilitate a successful family meeting.I can coordin...
08/03/2026

Having experience working with many families like yours, I can help facilitate a successful family meeting.

I can coordinate with your team of professionals—estate planning attorneys, CPAs and trust officers—along with you and your family to help ensure you have the expertise needed to achieve your vision for the future.

Your legacy deserves more than guesswork.

Reach out to me for support today.

The discipline, leadership and adaptability built through military service don't stop at the last day in uniform. On , ...
07/25/2026

The discipline, leadership and adaptability built through military service don't stop at the last day in uniform. On , we recognize the thousands of veterans stepping into new chapters and the organizations wise enough to welcome them.

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints...
07/23/2026

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints and an agile plan that meets your needs.

𝐑𝐞𝐚𝐜𝐡 𝐨𝐮𝐭 𝐭𝐨 𝐦𝐞 𝐭𝐨𝐝𝐚𝐲 𝐚𝐧𝐝 𝐥𝐞𝐭’𝐬 𝐦𝐚𝐤𝐞 𝐢𝐭 𝐡𝐚𝐩𝐩𝐞𝐧.

A quick conversation could make all the difference by year-end.

Did you know the best bucket list moments don’t just happen? They’re planned for. Meticulously. And that makes the payof...
07/08/2026

Did you know the best bucket list moments don’t just happen? They’re planned for. Meticulously. And that makes the payoff, whether it’s at the beach, the mountains or some far-off destination, all that much sweeter.

𝐘𝐨𝐮𝐫 𝐛𝐮𝐜𝐤𝐞𝐭 𝐥𝐢𝐬𝐭 𝐢𝐬 𝐜𝐚𝐥𝐥𝐢𝐧𝐠. Let’s chat about how to make it happen.

Wishing you and your family a safe and meaningful #𝐅𝐨𝐮𝐫𝐭𝐡𝐨𝐟𝐉𝐮𝐥𝐲. #𝐈𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐜𝐞𝐃𝐚𝐲 is a reminder of what truly matters: ...
07/04/2026

Wishing you and your family a safe and meaningful #𝐅𝐨𝐮𝐫𝐭𝐡𝐨𝐟𝐉𝐮𝐥𝐲.

#𝐈𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐜𝐞𝐃𝐚𝐲 is a reminder of what truly matters: freedom, community and the people we hold dear.

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth ...
06/26/2026

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth and withdrawals for qualified education expenses, including K-12 tuition. The earlier you start, the more time your money has to grow. Plus, contributions may qualify for state tax deductions.

The first day of summer is here!Whether you're planning adventures or simply enjoying moments with the people you care a...
06/21/2026

The first day of summer is here!

Whether you're planning adventures or simply enjoying moments with the people you care about, summer reminds us to pause, appreciate and make time for what brings us joy.

Here's to a season filled with sunshine and good memories.

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53 State Street, Suite 3600
Boston, MA
02109

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+16177252131

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