Our Clients Are Our Priority

At Reap Legacy, our clients are our focus. We know you work hard, and we want your investments to work hard for you.


Operating under a fiduciary, we’re bound legally & ethically to act in your best interests.


With many & diverse solutions to choose from, we always offer the solution that is best for you. Period!


We take a holistic approach to planning because many aspects of your life impact your future.  Our approach is very thorough, detailed and effective.

Stay Ahead of the Curve

We work hard to keep you abreast and educated about important financial matters with up to date articles and videos.

Meet Our Advisor

Pat Kennedy Baxter

Licensed Financial Advisor, Retirement Income Specialist, Insurance Broker

(510) 409-0086


As a financial advisor, Pat Kennedy Baxter has assisted numerous and varied clients in reaching their financial and aspirational retirement goals since 2002. She is both securities licensed and holds insurance licenses from many States...
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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.

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