Without a dedicated and disciplined team behind you, the best financial plans can still leave you searching for answers. At DRJ Planning & Wealth Management, not only do we combine the comprehensive details of your financial life into a holistic plan for your world today, we strive to build a lasting financial foundation for the years to come.
Prudent guidance, personalized service, independent voices and disciplined partners you can trust. That is our promise to our clients. Doug Hendee, Certified Financial Planner, and RJ DeMonte, Financial Advisor, bring their abundance of experience and balanced perspectives together to tailor strategies and financial plans for individual and institutional clients throughout the greater Rochester area and around the United States.
Doug Hendee began his career at Dean Witter before earning his Certified Financial Planner designation in 2007. Doug holds a B.S. Degree in Psychology from Miami University in Ohio. An avid lacrosse player and member and instructor at Midtown Athletic Club, Doug lives in Penfield with his two Bulldogs.
RJ DeMonte started his career at Wells Fargo Advisors before joining Brighton Securities in 2017. A native of Syracuse, NY, RJ graduated from Nazareth College and has remained in Pittsford since. A competitive golfer, RJ still plays a full schedule of statewide amateur events. RJ enjoys giving back through Make-A-Wish and is a member of the Donald Ross Society.
Together, Doug & RJ use their disciplined and balanced approach to simplify the complexities of wealth management, ensuring that their clients have a financial plan that evolves with their needs and the ever-changing world around us. Their clients see value in Doug & RJ’s unique and distinct approach that allows them to focus on what they enjoy and do best, living more fulfilled lives.
Disciplined Strategies. Responsible Planning. Join D.R.J. Planning & Wealth Management to make the most of your financial journey.