Virtually anyone with a contact list and several weeks of training can become a financial planner. Often, those planners are trained to sell you specific stocks within their firms’ established portfolios.
At RJ Capital, we draw from extraordinary experience as former institutional analysts and equity traders to give you exceptional investment counsel that is rarely available to individuals. Our keen understanding of capital markets, investment portfolios, and risk management enables us to create personalized, strategic wealth management and retirement plans to fulfill a range of investment needs.
To better manage your costs, we run our brokerage business through Fidelity Investments and Charles Schwab, yet we are committed to remaining independent in our wealth management practice.
If you seek a trusted, experienced financial planner or investment advisor, RJ Capital stands ready to provide experience-driven, conservative wealth management that can guide you to and through retirement.
Private Investment Accounts
- Individual Brokerage Accounts
- Joint Brokerage Accounts
- Trusts
- Partnerships
- Corporate Accounts
- Estate Accounts
- Custodial Accounts
- Retirement Accounts
Personalized Financial Plans
- Direct Rollovers of 401(k)s and 403(b)s
- IRAs
- Roth IRAs
- 401(k)s
- 403(b)s
Retirement Plans
A wide variety of retirement planning options can support your long-term financial needs. Your employer may fund a plan, or you may fund one for yourself. RJ Capital is well-versed in managing a variety of retirement plans to help maximize returns.
- Defined Benefit Pension
- Money Purchase Pension
- Profit-Sharing Plan
- Savings Plan
- Employee Stock Ownership Plan (ESOP)
- Tax-Sheltered Annuities /403(b) Plans
- Keogh Plans
- Simplified Employee Pensions (SEPs)
- Savings Incentive Match Plans
for Employees (SIMPLE plans) - Annuity Contracts