Financial Approach

We are most successful when we have a strong view of your entire financial picture, not simply individual elements.   Each piece of the financial plan must work in harmony with the others in order for you to achieve your financial goals.

The initial step in your financial plan is to identify all the financial goals you have, like Retirement, Home Purchase or College Funding and attach specific dates and dollar amounts to each goal.  Once you've identified and quantified your goals, we'll provide you a plan, with specific action steps, to guide you to achieving  your vision of financial success.

We pride ourselves on our independence.  As a boutique wealth management firm we will only take on as many clients as we can serve with quality and you will never simply be just a number or a dollar sign.  The personal touch will always differentiate us from our competitors because, at the end of the day, we care about our clients as people, not as paychecks.

Long term-solutions often require short-term honesty.  We demand honesty from our clients and pride ourselves in being totally honest with them as well.  While we always strive to have fun with our clients, we are unafraid to present financial challenges to them since we view those challenges as exciting opportunities for change.  We are partners in our clients’ journey to achieving their vision of financial success.

Our Location

RTJ Financial Management, Inc.

201 Wilshire Blvd.,

3rd Floor,

Santa Monica, CA 90401

Phone. 310-587-3370

Fax. 310-943-1585


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