Investment Management for Individuals

Investing for Long-Term Success

Does the word “investing” make you nervous? In a volatile market (or any market for that matter), it’s easy to feel less than confident when it comes to defining and achieving long-term goals. At RJ Patterson Group we use our “broad and deep” investment expertise and hard won experience to transform our clients into confident, successful investors who realize their investment goals and achieve the financial freedom that helps define a life well lived.

Enjoy the Climb – Its a Long One

Reaching and maintaining the pinnacle of financial success doesn’t happen overnight. It’s a long haul requiring commitment, to reach the summit. Investment management is less about picking the perfect investment vehicles and much more about determining the amount of risk for each and every client. Through our InvestRight ™ program we help clients become expert investors through our coaching and guidance, we help our clients discover their long-term goals.

Investment Rules to Live By on the Ascent to Prosperity:

  1. Understand your tolerance for risk
  2. Diversify
  3. Stay Invested
  4. Leverage expertise
  5. Don’t let emotions drive your decisions

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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