Investment Management for Individuals

Investing for Long-Term Success

Does the word “investing” make you nervous? In a volatile market, it’s easy to feel uneasy about achieving long-term goals. At RJ Patterson Group we are very “invested” in our investment management program, using our skills and experience to coach and develop our clients into confident, successful investors. Investment management is less about picking the perfect stocks and more about ascertaining the right amount of risk.

Reaching and maintaining the pinnacle of financial success doesn’t happen overnight. With our special training program in fiscal fitness we help our clients become expert asset “mountain climbers.” And while we emphasize long-term investment strategy, we are happy to work with investors for whom a short-term investment approach is a better fit. Either way, through our investment coaching and guidance, we help our clients discover their long-term goals and risk tolerance.

With our expertise, we can help you become a successful investor. Contact us today to get started 

With our expertise, we can help you become a successful investor. Contact us today to get started

Financial Planning Tools

Financial Planning Tools

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

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Pro Athlete Consulting

Pro Athlete Consulting

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

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Fiduciary Services

Fiduciary Services

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

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Retirement Plan Design

Retirement Plan Design

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

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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.