RJ Mountain Wealth & Optimize Wealth Management

At RJ Mountain Wealth, every client portfolio is viewed differently and uniquely. We structure our portfolios based on your particular needs and objectives. We factor in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions. When it comes to matching a client’s objectives with an investment portfolio, ‘one size fits all’ has no place at RJ Mountain Wealth. Ultimately, we build investment portfolios which make sense based on your specific goals, comfort level, and tax situation.