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.