Expert Guidance on Your Ascent to Prosperity™

Find out how the RJ Patterson Group can guide you toward reaching your personal fiscal peak.

Learn more about the Ascent to Prosperity ⯈

Meet the Expert: Robert Patterson

Proven wealth management designed for your life.

We understand your needs and aspirations, and we’re here to help you achieve your financial goals. RJ Patterson Group offers comprehensive, customized financial planning for all aspects of your life:

  • Investment Management
  • Retirement Strategies
  • Retirement Distribution
  • Tax Strategies
  • College Planning
  • Saving Goal Planning
  • What-if Scenarios
  • 401K Plans for Businesses
  • Risk Planning
  • Executive Services
  • Estate Planning
  • Personal Trust Services
  • Investment Management
  • Retirement Strategies
  • Retirement Distribution
  • Tax Strategies
  • College Planning
  • Saving Goal Planning
  • What-if Scenarios
  • 401K Plans for Businesses
  • Risk Planning
  • Executive Services
  • Estate Planning
  • Personal Trust Services

Financial Services for Individuals and Couples

Financial Services for Individuals and Couples

Achieve your goals and realize your aspirations through financial planning clarity and sustainable wealth.

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Financial Services for Businesses

Financial Services for Businesses

Attract and retain your most valuable asset — your employees — with customized 401K and benefit solutions.

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Financial Services for Individuals and Couples

Financial Services for Individuals and Couples

Achieve your goals and realize your aspirations through financial planning clarity and sustainable wealth.

LEARN MORE ►

Financial Services for Businesses

Financial Services for Businesses

Attract and retain your most valuable asset — your employees — with customized 401K and benefit solutions.

LEARN MORE ►

It’s never too soon or too late to start your journey toward financial success.

Contact us today ►

It’s never too soon or too late to start your journey toward financial success. Contact us today ►

Real Results. Real Success.

At RJ Patterson we pride ourselves on delivering results. A look at how we do it can be found in the case studies below.

Case Study 1: Home on the Range.

Overview: Our client had a lifelong dream of owning a working cattle ranch in Texas.

Challenge: The client needed funding to make this happen and allow for a smooth transition from being an employee to becoming a business owner.

Our Solution: We designed a comprehensive financial plan by working backwards from the ultimate goal of ranch ownership. Based on the plan’s funding requirements to make it a reality, RJP consolidated accounts, suggested better performing investment vehicles, planned for her employment exit and advised on the creation of a new business plan for the ranching business.

Our Results: Within 6 years of plan introduction, she and her husband purchased—and now live on—a 300+ acre ranch in Texas complete with cattle, horses, and not one, but two, fishing lakes.

Real Results. Real Success.

At RJ Patterson we pride ourselves on delivering results. A look at how we do it can be found in the case studies below.

Case Study 2: Manufacturing Recurring Revenue.

Overview: Our clients wanted business growth, but were constrained by physical location.

Challenge: While the company owned the building and land on which the business was operating, the property’s odd-shaped lot wasn’t conducive to manufacturing.

Our Solution: When an adjoining property became available, the client didn’t believe it could be purchased due to a lack of funds. RJP analyzed possible financial solutions and created a realistic acquisition plan. As a result, the client was able to make an offer and acquire the additional property.

Our Results: The adjoining lot allowed the use of tractor trailers to easily access the building, greatly increasing manufacturing capacity. The lot is now worth double the client’s original purchase price as a result of this increased usability. The client will also receive rent in perpetuity from the business, providing him passive income long after he retires, because RJP advised the client to set up the additional lot as a separate business entity, enabling the business to lease the property.

Step into our office.

Take the next step. Meet with us to begin our journey to your success.

Step into our office.

Take the next step. Meet with us to begin our journey to your success.

Let’s start your Ascent to Prosperity now ►

Let’s start your Ascent to Prosperity now ►

402 West Broadway, Suite 2500
San Diego, CA 92101

A More Personal Way to Plan.

Our Pledge: Integrity. Respect. Collaboration. Stewardship.
At RJ Patterson Group, we believe that everyone deserves to feel great about their money. We take great pride in listening to what our clients really want, building relationships focused on helping them achieve their financial goals.