Our Philosophy


"Whether your investment goal is to achieve long term growth or to preserve the principal that you have, our success is measured by your success."


Our Mission

To help you and your family define your vision of the future, achieve your goals and enjoy a life of security.
RJ Capital strives to provide a high level of service and build generational relationships.

Our Philosophy

Our firm provides objective, comprehensive guidance designed to reduce the stress, complexity and uncertainty often associated with financial planning.

RJ Capital’s investment management approach is multi-layered and incorporates passive and active strategies with the goal of providing absolute returns, helping mitigate risk and potentially outperforming general markets during flat or negative periods

Firm Summary

We offer premier access to global financial resources to meet your unique asset management needs.

Our team of seasoned specialists conduct in-depth analyses of financial solutions that benefit your wealth plan.

We aggregate your total financial picture to prepare comprehensive reports and statements.

Client accounts are held at either Charles Schwab or Fidelity Investments, ensuring world class trading execution and complete transparency of your holdings. Schwab and Fidelity are members of the Security Investor Protection Corporation (SIPC), which protects investor accounts.