Creating Savvy Investors for Success in Every Phase of Life
Explore the Premiere Private Client Program
Creating Savvy Investors
Expert Guidance on the Ascent to Prosperity
The Time to Start is NOW
As a full-life financial partner, RJ Patterson Group realizes that life’s challenges impact not just finances but the relationships in life as well. The PPC program ensures that participants are prepared to take care of what matters most to them, in every phase of life:
- Design and execute a financial blueprint to achieve the life of your dreams.
- Align your “Money Mindset” to realize the financial and life goals that matter most to you
- Focus on the “what” vs. the “how” of your holistic financial experience
- Set short, medium and long-term financial goals to realize your vision of success
Everyone deserves to feel great about their money. Through the PPC program we act as a trusted, experienced financial guide – a personal “Wealth Sherpa” leading the journey to each personal financial summit. While every Ascent to Prosperity is unique, we have created a proven path to success for all.
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.