Strategy First®

Our Strategy First® philosophy places our focus on developing strategic financial plans that are independent of specific investment solutions.

Client Focused

We understand that each client’s financial situation is unique; therefore, all clients receive customized plans designed specifically to help them reach their individual financial goals.

Disciplined Approach

We offer you timely, unbiased investment advice and strive to do so with the highest level of integrity and service. 


Rethink Your Strategy for Retirement

Meet with a financial advisor and build a personalized plan tailored specifically for your goals and objectives.
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About RJL Wealth Management, LLC

Headquartered in San Diego, California, RJL Wealth Management, LLC is a comprehensive independent investment advisory firm that offers financial planning and investment management for retirees and those nearing retirement. With offices and meeting locations nationwide, we are committed to helping clients achieve their financial goals. Learn more.

Recent Posts

A Retirement Income Roadmap for Women

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Whatever your goal, you'll need a retirement income plan that's designed to support the retirement lifestyle that you envision, and minimize the risk that you'll outlive your savings. Read more


Upcoming Events

The RJL Wealth Management Retirement Forum in Henderson – June 1st
The RJL Wealth Management Retirement Forum in Henderson – June 1st

At the Green Valley Ranch, featuring Ray Lucia, CFP®.


Investment Advisor Representatives may offer securities and investment products as Registered Representatives of Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC. Advisory services are offered through RJL Wealth Management, LLC, a registered investment advisor, and affiliate of Lucia Securities, LLC. Representatives of Lucia Securities, LLC and RJL Wealth Management, LLC may only offer services in states where they are appropriately licensed.

The Bucket Strategy® is a registered trademark of Raymond J. Lucia Sr. and is used with permission. Raymond J. Lucia Sr. is not a registered representative of any securities brokerage firm, including Lucia Securities, LLC.

Strategy First® is a registered trademark of RJL Licensing, LLC, an affiliate of Lucia Securities, LLC.