Premiere Private Client Program

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

RJ Patterson Group’s PPC program is designed specifically for those looking to optimize their Ascent to Prosperity: – the personal path to achieving and maintaining financial success, fiscal security and sustainable wealth:

  • Executives and Business Owners
  • Established Professionals
  • Investors Seeking to Maximize Wealth Building Strategies
  • Individuals with 500K+ in assets

Live the Life You Dream Of
Under the guidance of our dedicated PPC experts, you will develop financial clarity, confidence and insight. The program’s goal: empowering you to reach financial freedom and live the life you dream of while following the path that leads to your personal financial summit.

Click here to apply for enrollment in the Premiere Private Client Program.

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

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.

Financial Planning Tools

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

Investment Management

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

Fiduciary Services

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

Pro Athlete Consulting

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