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Welcome to WJ Wealth Management 

WJ Wealth Management is a Registered Investment Advisor. We are held to the fiduciary standard which means your interests must always come first.  Roger Wilson and Jeff Jones have been in the financial services business for over thirty five years apiece. Those decades have seen many changes in the investment world. As a firm we are prepared to help you with traditional full service as well as direct online investing options. Our clients are business owners and individuals preparing for and enjoying their retirement years. We cherish our relationships and we are always happy to welcome new clients to the WJ Wealth Management family.

Who We Are

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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What We Do

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Protect Your Information

Organize your assets and documents in one safe place. Always available online wherever you are.

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