Tax-Smart Retirement Planning & Investment Management
Invest Smarter. Lower Taxes. Maximize Income.
As Seen In
Do You Have Questions About..
How do I turn my savings into a paycheck?
What can I do to reduce my taxes in retirement?
When should I start receiving my Social Security benefits?
Are my investments suitable for my retirement needs?
How much money do I need to have saved to retire comfortably?
I received an inheritance, have no debt, where’s the best place to put it?
Our Story.
BRJ Wealth Management is a financial advisory firm based in metro Detroit, serving clients across multiple states. Empowering you with financial confidence is our mission. We help you to feel secure and in control of your finances, so that you can enjoy what matters most.
Here's why you can trust us:
Over a decade of experience: We've helped over 200 clients achieve a secure and confident retirement plan.
Fiduciary Financial Advisor: We act as your fiduciary 100% of the time, which means we are legally obligated to give you the best advice possible, at all times.
Transparent Pricing: We are fee-only, so you know exactly what you are paying. We do not receive any commissions from products we recommend.
Gold Standard In The Financial Profession.
Our firm is comprised of Certified Financial Planner® holders. A professional with the CFP® is the gold standard designation in the financial planning industry. Less than 15.5% of financial advisors are CFP® Professionals.*
A CFP® Professional has completed a rigorous training program and demonstrated extensive financial planning competence. In addition, they must also commit to continuing education and abide by a strict code of ethics.
Get the level of service you deserve.
On-going guidance
We don't rely on annual reviews to keep your plan up to date. We're always here for you as questions come up or situations change.
Tax planning
A financial plan without tax planning is like pizza without cheese - it's probably still good, but it feels like something's missing.
Life planning
Financial planning is more than just the numbers and we're here to help you live the life you want to live.
Risk Management
We work with you to ensure you're covered with correct insurance and an estate plan - will provide recommendations to providers and attorneys if needed.
Retirement planning
We determine the best strategies to achieve your retirement goals and test if current investments are on track.
Goal planning
Setting goals without knowing what's possible can be tough. We work with you to help identify and clarify your financial and life goals to give us North stars to work towards.
Cash flow planning
Establishing where your money should be going every month is vital to financial wellness. Our process helps you stick with the plan and achieve your desired goals.
Investment management
We work with you to understand your goals and build our investment strategy to align with them.
Personalized Financial Planning Powered By Technology.
Beautifully Designed Mobile Client Portal
24/7 Access To View Your Accounts
Innovative “Blueprint” To View Your Net Worth, Goals, Cash Flow, and More
Real Time Snapshot To Track Your Financial Health