Investments

As a financial consumer, you have access to a huge variety of potential investments. A big part of our job is to help you choose among them.

Open Source

RJ Wealth Management provides thoughtful research to help you navigate an endless stream of financial noise. We use an “Open Source” investment platform. “Open Source” means that we do not prefer any one company’s products to another, and that we are flexible about how we identify and evaluate investments. It also means that we have no predetermined reasons to recommend one investment over another.

We Choose Investments by Paying Careful Attention To:

  • Potential Returns
  • Yield
  • Risk
  • Taxes
  • Liquidity
  • Cost
  • Correlation

Based on your Situation, We Will Recommend a Mix of

  • Individual Stocks

  • Individual Bonds

  • Separately Managed Accounts

  • Income Producing Securities

  • Exchange Traded Funds (ETFs)

  • FDIC-Insured Bank Products

  • Mutual Funds

  • Structured Products

  • Traditional Alternative Investments

  • Insurance and Annuity Contracts

  • Liquid Alternative Investments

Let's Chat

Send Email

Legal & Privacy
Web Accessibility Policy

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

© 2024 Hightower Advisors. All Rights Reserved.