Located in San Diego, California, RJ Patterson Group is an independent wealth management company dedicated to helping individuals and families reach financial success and fiscal security—the pinnacle of prosperity. 

The firm offers comprehensive, customized financial planning for small businesses and individuals, taking great pride in listening to what clients really want in order to help them achieve their financial goals. 

Financial Planning Services for Individuals

The firm helps individuals gain financial clarity and provide direction in planning financial growth and sustainable wealth. Whether newly married, starting a family, retiring, planning for the future, in transition to a new job, or dealing with the loss of a spouse or parent, RJ Patterson Group helps navigate make the right decisions along the way, guiding you on the path leading to your personal Ascent to Prosperity.

We help individuals with: 

- Retirement strategies
- Investment management
- Tax strategies
- Pro athlete consulting
- College planning
- Estate planning
- Personal trust services
- Risk planning and strategy
- Young professional programs 

Financial Planning Services for Small Businesses

RJ Patterson Group helps businesses strengthen their internal brand with employees through creation of customized 401(K) benefit packages that help attract the best candidates and retain key personnel. By elevating your internal benefits brand, you differentiate your organization from companies that don’t prioritize their employees through the benefits they offer.

We help small businesses with:

- 401K programs and packages 
- Financial planning tools
- Fiduciary services
- Benefit plan

RJ Patterson Group

Org chart

Teams

Offices