The Hub Investment Group at RBC Wealth Management

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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 clientโ€™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 required given the โ€œnew normalโ€ global economy. This is a perspective that we believe is necessary for responsible growth.

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should...
10/09/2026

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should your financial strategy. Schedule time to review your portfolioโ€™s roster and make sure youโ€™re positioned for a winning season.

If youโ€™re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distrib...
10/08/2026

If youโ€™re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distribution(s)?

1. Paying bills
2. Vacation fund
3. Gifting to family
4. Gifting to organizations that matter to you
5. Saving it in a safe place for now

Let us know below.

If you still aren't sure, we have savings options to keep your funds protected and earning a competitive yield.

No complicated enrollment. No new platforms. Just a simple next step for funds you have already earned.

Reach out and let's talk through your options.

I am happy to share that I have passed the CEPA exam and earned my Certified Exit Planning Advisor credential from the E...
10/06/2026

I am happy to share that I have passed the CEPA exam and earned my Certified Exit Planning Advisor credential from the Exit Planning Institute!

Completing this program deepens my ability to help business owners build value, preserve wealth, and plan successful transitions. I look forward to applying these strategies to support my clients.

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.
09/22/2026

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Stea...
09/16/2026

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Steady contributions. Smart planning. Long game. Thatโ€™s the formula!

๐ˆโ€™๐ ๐ฅ๐จ๐ฏ๐ž ๐ญ๐จ ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง ๐ฐ๐จ๐ซ๐ญ๐ก ๐œ๐ž๐ฅ๐ž๐›๐ซ๐š๐ญ๐ข๐ง๐ .

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every s...
09/14/2026

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every single day.

On this anniversary, we remember the courage and unity that rose in the face of unimaginable loss. Their bravery will ne...
09/11/2026

On this anniversary, we remember the courage and unity that rose in the face of unimaginable loss. Their bravery will never be forgotten.

09/10/2026

The Summer 2026 Investorโ€™s Edge newsletter is out. Whether you find your stocks have become concentrated, want to know how the One Big Beautiful Bill Act can impact your estate plan or want to better understand how your ZIP code can impact your taxes, weโ€™ve broken it down for you.

Plus, why your 30s is the best time to act on Roth conversions and five things you can do with your wealth without selling investments. Youโ€™ll get it all in this quarterโ€™s newsletter.

Happy Labor Day! The dedication you bring each day shapes not just your career but the world around you. Thank you for a...
09/07/2026

Happy Labor Day! The dedication you bring each day shapes not just your career but the world around you.

Thank you for all that you do.

Did you know your most important asset may be your income?Life insurance can protect that asset, and itโ€™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 itโ€™s important to make sure your coverage reflects your life today. Itโ€™s not just about having coverage; itโ€™s about having the ๐ซ๐ข๐ ๐ก๐ญ coverage.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ก๐š๐ฏ๐ž ๐š ๐œ๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฉ๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐œ๐จ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ.

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.

Address

53 State Street, Suite 3600
Boston, MA
02109

Telephone

+16177252131

Website

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