RJ Patterson Capital Investment Group Inc.

EST. AUM
$142,396,919

CONTACTS

CLIENT ACCOUNTS
521

Firm Details

Metro area San Diego
CRD Number 281752
Website rjpattersongroup.com
Client types

Overview

RJ Patterson Group is an independent, SEC-registered investment adviser headquartered in San Diego, California. Led by founder and CEO Robert James Patterson, CRPC®, CRPS®, the firm operates under a strict fiduciary standard, providing personalized wealth management and financial planning services to individuals, high-net-worth families, business owners, and retirement plan clients. The firm offers comprehensive retirement planning, tax-efficient wealth strategies, cash flow analysis, and 401(k) consulting while emphasizing financial education and long-term client relationships through its Ascent to Prosperity™ planning process. Utilizing institutional platforms through Charles Schwab and Morningstar, RJ Patterson Group constructs diversified portfolios designed to align with each client's financial goals, risk tolerance, and long-term investment objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

RJ Patterson Capital Investment Group Inc.

Platform Details

Investment Preferences

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