Siffleur River from Bridge
Our Services.
Creating a plan you can rely on.
Financial Planning
Review your current net wealth, financial goals and lifestyle objectives, and develop a plan to meet them.
Risk Management
We don’t sell life insurance, we evaluate your needs and find appropriate solutions for your specific situation.
Retirement & Pension
We present strategies to help you achieve tax and financial efficiencies.
Will & Estate Planning
Examine plans to transfer your wealth to your intended beneficiaries, either during your life or at death, in the most efficient manner.
Portfolio Management
When it comes to matching your objectives with an investment portfolio, “one-size” doesn’t fit all. We work with our licensed portfolio manager and design investment portfolios that make sense for your specific goals, comfort level, and tax situation.
At RJ Mountain Wealth, every client portfolio is viewed differently and uniquely. We structure our portfolios based on your particular needs and objectives. We factor in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions. When it comes to matching a client’s objectives with an investment portfolio, ‘one size fits all’ has no place at RJ Mountain Wealth. Ultimately, we build investment portfolios which make sense based on your specific goals, comfort level, and tax situation.
“It’s not what you earn, but what you keep that matters.”
-Jim Rohn