Financial Services for Individuals

Finding Your Path to Prosperity

RJ Patterson provides proven expertise and transparent guidance on your Ascent to Prosperity™. We help our clients gain financial clarity and provide direction in planning financial growth and sustainable wealth so they can start thinking about what they want to do, instead of how they’ll do it.

As a full-life financial partner, we realize life’s challenges impact not just finances but the relationships in your life as well. We want to make sure you are prepared to take care of what matters most, in every phase of life.

For all of life’s events, we’re here to help:

  • Newly Married
  • Starting a Family
  • Divorced / Divorcing
  • Retiring
  • Death of Parent
  • Death of Spouse
  • Employment Exit Strategy
  • Fiscal Windfall / Inheritance
  • Personal Injury Settlement
  • Inheritance
  • Planning for the Future
  • “Oh sh*t, my kid just got accepted to Harvard.”

Emerging Professionals Program

Building a Solid Foundation for Your Life of Financial Freedom

Premiere Private Client

Creating Long-Term Wealth that Enables Clients to Live the Life They Dream Of

Investment Management

Utilizing our expertise to help clients become confident, successful investors.

Family Wealth Services

Strategic investment with an emphasis on legacy and the responsible stewardship of inter-generational wealth

Retirement Plan Design

Creating the path to long-term financial success and fiscal security in retirement.

Pro Athlete Consulting

Transforming the wealth created on the field into long-term financial success.

Financial Planning Tools

Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.

Fiduciary Services

Tailored, transparent guidance to help every client realize both investment and life goals.