Tax-Smart Retirement Planning & Investment Management

Invest Smarter. Lower Taxes. Maximize Income.

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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?

We focus on your finances

you focus on what matters most.

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. With more than a decade of experience, we have helped over 200 clients achieve a secure and confident retirement plan.

Here’s why you can trust us:

Independent Fiduciary

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.

Certified Expertise

Our firm is comprised of Certified Financial Planner® holders, the gold standard designation in the financial planning industry. Less than 15.5% of financial advisors are CFP® Professionals.*

Commission Free

We are fee-only, so you know exactly what you are paying. We do not receive any commissions from products we recommend.

Brandon Juodikis

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.

Manage everything in one place.

  • Net Worth Monitoring

    BRJ integrates with thousands of providers including banks, 401k plans, and credit cards so that your personal balance sheet is always up to date.

  • Cash Flow Planning

    We create a dynamic cash flow that forecasts your future income and expenses. This analysis includes scenarios across investments, taxes, liquidity events, retirement dates, borrowing, and more.

  • Tax Strategy

    Taxes, the BRJ way: personalized tax strategies to YOUR plan, seamless document handoff and coordination with your CPA, dynamic progress tracking - and no surprises.

  • Vault

    Keep all your financial, tax, and estate planning docs SECURE in one place. We tag all of your documents according to relevant assets and ownership so that you never have to scramble to find information.goes here

  • Concierge

    Effortless Communication, When You Need It. Forget gatekeepers and lengthy wait times. Contact us directly via text, phone, or email, and you can expect a same-day response. Your time is valuable, and we prioritize clear, prompt communication.

Let’s chat. There is no cost or obligation for our introduction call.