RLJ Wealth Management

RLJ Wealth Management 20 Years of Helping People Plan Their Financial Future... Financial planning is an ongoing process of preparing for and reacting to Critical Financial Events.

They can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for your legacy. Rebecca's resources and expertise help you to prepare for such events, so that you can achieve your fundamental and lifestyle goals. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with RLJ Wealth. RLJ Wealth does not offer tax or legal advice. Investor Disclosures:

This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy o...
10/01/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

With fewer than 100 days left in the year, now is a great time to revisit your financial plan and make sure you’re on tr...
09/24/2026

With fewer than 100 days left in the year, now is a great time to revisit your financial plan and make sure you’re on track heading into 2027. A few thoughtful year-end moves can make a big difference in your retirement planning, tax-efficient strategies, and long-term financial confidence.

Swipe to see simple steps that can strengthen your financial position before the year wraps up.

If you’d like to review your current strategy or talk through your retirement goals, our team at RLJ Wealth is here to help.

September is National Preparedness Month, and it’s a great reminder that financial readiness is just as important as eme...
09/22/2026

September is National Preparedness Month, and it’s a great reminder that financial readiness is just as important as emergency supplies. Life can be unpredictable, but having a solid retirement plan can help you stay confident through whatever comes your way.

At RLJ Wealth, we help you build retirement strategies designed to weather challenges and support long-term security.

Curious how prepared your retirement plan really is? We’d love to walk you through it and explore strategies that support your goals.

Reach out anytime to get started.

Many businesses are looking for ways to strengthen employee benefits and support long‑term financial wellness. Reviewing...
09/10/2026

Many businesses are looking for ways to strengthen employee benefits and support long‑term financial wellness. Reviewing your 401(k) plan features is a great place to start.

Here are a few strategies worth considering to help your team build a more secure financial future.

If your business is exploring updates or would like a second look at your current plan, our team at RLJ Wealth is here to help. Reach out anytime to discuss how these approaches could support your employee benefits goals.

A well-designed 401(k) plan can make a meaningful difference for employees while strengthening your recruiting, retentio...
09/08/2026

A well-designed 401(k) plan can make a meaningful difference for employees while strengthening your recruiting, retention, and overall workplace culture. It’s one of the most valuable tools a business can offer to support long-term financial confidence.

Here are a few strategies companies may want to review when evaluating their retirement benefits and looking for ways to better support their teams.

If you’d like to explore how these approaches can align with your business goals, our team at RLJ Wealth is here to help. Reach out anytime to start the conversation.

We hope everyone enjoys a relaxing and well-deserved Labor Day weekend. It's a great moment to pause, recharge, and appr...
09/07/2026

We hope everyone enjoys a relaxing and well-deserved Labor Day weekend. It's a great moment to pause, recharge, and appreciate the hard work that supports the journey toward financial confidence and a fulfilling retirement.

Our office will be closed on Monday, September 7th, and will reopen on Tuesday, September 8th. If you need anything in the meantime, feel free to leave us a message and our team will follow up as soon as we're back.

Wishing you a safe and restful holiday!

Terms like CPI, PPI, and PCE get mentioned all the time in financial news, but many people aren’t sure how they differ o...
08/27/2026

Terms like CPI, PPI, and PCE get mentioned all the time in financial news, but many people aren’t sure how they differ or why they matter for their long-term financial picture. Each indicator helps show what’s happening with prices and inflation from a slightly different angle.

Understanding these trends can be especially important for retirement planning, wealth management, and long-term financial strategies.

If you're wondering how today’s inflation or market conditions could impact your retirement income strategy, we’re here to help. Reach out anytime to start the conversation.

Building generational wealth isn’t about one big decision — it’s about taking consistent, intentional steps that support...
08/13/2026

Building generational wealth isn’t about one big decision — it’s about taking consistent, intentional steps that support long-term financial stability for your family.

If creating a lasting legacy is one of your goals, our team at RLJ Wealth can help you explore the foundational strategies that support strong retirement planning, tax-efficient strategies, and thoughtful legacy planning.

Swipe to learn a few ways you can start laying the groundwork for your family’s future.

When you’re ready to build a strategy that aligns with your goals, we’re here to help. Reach out anytime to start planning with confidence.

Age matters in investing, but it’s far from the whole story. A strong asset allocation strategy should reflect your reti...
08/11/2026

Age matters in investing, but it’s far from the whole story. A strong asset allocation strategy should reflect your retirement goals, your timeline, and how comfortable you are with market ups and downs.

At RLJ Wealth, we help retirees and pre-retirees build investment plans that support confidence and clarity throughout retirement.

If you’re wondering whether your current allocation still fits your long-term goals, our team would be happy to take a look. Reach out anytime to start the conversation.

Address

124 N Stone St
Deland, FL
32720

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+13864005151

Website

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