Maximize Your
Retirement Income.
We provide tax-smart retirement planning and investment management.
Who We Are.
At BRJ Wealth Management, our noble purpose is simple; create better financial lives for busy individuals and families. Our belief is that financial success is a matter of choice, not chance.
Founded with over a decade of experience, we have developed and refined a process designed to help our clients achieve financial freedom and reach their goals. We specialize in providing tax-focused wealth planning with a tailored client experience.
Trusted Advisor. Strategic Partner. Personal CFO.
As Seen In
Our Difference Beyond Traditional Wealth Managers.
Financial strategies that align with your passions and values.
Life-Centered Approach
Here to help you navigate and adjust your plan as “life happens.”
Ongoing Partnership
Sworn Fiduciary
Legally bound to act in your best interest at all times.
No sales, no commissions.
Fee Only
Access to thousands of solutions, not affiliated with any one company.
Completely Independent
Best-in-class systems and software to provide our full suite of services remotely.
Virtual Services
Gold Standard In The Financial Profession.
Our firm is comprised of Certified Financial Planner® holders. A professional with the CFP® is the gold standard designation in the financial planning industry. Less than 15.5% of financial advisors are CFP® Professionals.*
A CFP® Professional has completed a rigorous training program and demonstrated extensive financial planning competence. In addition, they must also commit to continuing education and abide by a strict code of ethics.
Personalized Financial Planning Powered By Technology.
Beautifully Designed Mobile Client Portal
24/7 Access To View Your Accounts
Innovative “Blueprint” To View Your Net Worth, Goals, Cash Flow, and More
Real Time Snapshot To Track Your Financial Health