RJL Wealth Management

Client Portal

(800) 644-1150

Investment Management

Independent Investment Selection

We offer our clients a variety of investment solutions for investors and portfolios of all types and sizes.

Fee-Based Services

RJLWM is a Registered Investment Advisor. Our Professionals are Investment Advisor Representatives.
RJLWM offers a wide variety of Fee-Based Investment Solutions.

Brokerage Services

Most wealth managers at RJLWM hold securities licenses offering invement products and services through First Allied Securities. First Allied offers Brokerage Services, including:

Fixed Income
REITs
Alternative Investments
Mutual Funds
Stocks

Insurance and Annuities

RJLWM Investment Advisor Representatives are also licensed insurance agents. As licensed Insurance Agents, our Representatives may offer:

Fixed annuities
Indexed annuities
Life insurance
Long-term care insurance

Investment Management

RJL Wealth Management Home

Investment Management

Home Office: 13520 Evening Creek Drive N. #300 / San Diego, CA 92128 Phone: (800) 644-1150

Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, member FINRA/SIPC. RJL Wealth Management, LLC and First Allied Securities, Inc. are not affiliated. Bucketize™, Buckets of Money®, Bucketeer®, Bucket®, Money Clip®, and Legacy Bucket® are registered trademarks of Raymond J. Lucia, Sr., CFP®.

Raymond J. Lucia, Sr. is not a Registered Representative of First Allied Securities, Inc.

Raymond J. Lucia, Jr. California Insurance License #0E12175

Copyright © 2010 RJL Wealth Management, LLC All rights reserved. Privacy Statement | Terms of Use | Copyright | ADV Part II & Schedule F

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.