RLJ WEALTH MANAGEMENT

RLJ Wealth Management has been in the financial services industry helping multi-generational families reach their goals for over 20 years... Financial planning works with the puzzle pieces of life. When my clients come to me for help with a financial plan, they bring all of their puzzle pieces. After some organization and understanding, I am able to help them visualize and verbalize their goals that work for their family. Then we measure their comfort level with risk and see how we can pull the pieces of the puzzle together. Sometimes we have to have uncomfortable conversations. But at the end of the day, even if the path isn't straight, it doesn't mean we can't move forward with confidence.

Also known as: RLJ Wealth

Primary location: Deland United States