Executive Plaza IV, 11350 McCormick Road,
Who We Serve
RBJ Wealth Management focuses on working nationwide with physicians, dentists, medical practices, business owners, high-net worth individuals and corporate clients. We provide full-service Financial Planning and Wealth Management services to our clients. In addition, we have access to discounted disability income insurance offers for physicians and dentists at many programs across the country.
We also work with business owners to design and implement Group Benefits (including medical, dental, and Group Disability Insurance and group life insurance policies), succession planning, estate planning, key employee retention strategies and business valuation services.
Our talented Advisors work around the country and we would be happy to discuss your individual and corporate benefit, risk management, Financial Planning and Wealth Management needs. For free information regarding how we can be of value to you and your practice/company, please click here.