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.

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communic...
06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.On Mem...
05/25/2026

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.

On Memorial Day, we honor their memory and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear.

Today we remember, we honor and we say thank you.


The lessons our mothers teach us shape everything we become. How to dream bigger. How to work harder. How to show up for...
05/10/2026

The lessons our mothers teach us shape everything we become. How to dream bigger. How to work harder. How to show up for the people we love.
Today we honor the women who believed in us before we believed in ourselves and who continue to inspire us every single day.
Happy Mother's Day to all the moms out there. You’re incredible!

Behind every service member is a spouse who holds everything together with incredible strength and grace.Today we honor ...
05/08/2026

Behind every service member is a spouse who holds everything together with incredible strength and grace.

Today we honor military spouses who manage households, careers and countless transitions while their partners serve.

Your resilience, sacrifice and unwavering support don't go unnoticed. Thank you for all you do.

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the...
05/06/2026

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the way. I can help you, regardless of your current circumstances. Reach out today.

Today we celebrate the rich culture, resilience and contributions of the Mexican American community.Cinco de Mayo remind...
05/05/2026

Today we celebrate the rich culture, resilience and contributions of the Mexican American community.

Cinco de Mayo reminds us of the strength that comes from heritage, family and the courage to build something meaningful.

Whether you're honoring tradition or creating new memories, here's to the vibrant spirit that makes our communities stronger.

04/29/2026

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

Earth Day reminds us that we're all in this together. Whether it's supporting sustainable practices, making thoughtful c...
04/22/2026

Earth Day reminds us that we're all in this together.

Whether it's supporting sustainable practices, making thoughtful choices or simply spending time in nature, every action counts.

Here's to protecting what matters and building a healthier planet for everyone.

Did you know discussing money with your children can help them feel more confident managing their finances as an adult? ...
04/22/2026

Did you know discussing money with your children can help them feel more confident managing their finances as an adult? Even small steps like encouraging kids to save part of their allowance can help build a strong financial foundation.

College planning and estate planning don’t have to be separate conversations. With the right strategies, you can help fu...
04/10/2026

College planning and estate planning don’t have to be separate conversations. With the right strategies, you can help fund education for the next generation while thoughtfully managing your estate. Reach out to help find the right balance.

Address

53 State Street, Suite 3600
Boston, MA
02109

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+16177252131

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