Broker Check

Products & Services Offered

  • Comprehensive Financial Plans
  • Investment Management
  • Asset Allocation Design
  • Competitive Portfolio Analysis
  • Stocks and Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Real Estate Investment Trusts
  • Managed Accounts
  • IRAs
  • Tax Planning
  • Trust and Estate Planning
  • Fee Based Asset Management
  • 401(k)s
  • SIMPLE IRAs
  • Profit Sharing Plans
  • College Plans
  • Fixed, Fixed Index, and Variable Annuities
  • Immediate Income Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Group and Individual Health and Disability Insurance
  • 529 College Plans

At WJ Wealth Management we recognize that our clients lead active and complex lives. We understand that managing their investments is more complicated and time-consuming than ever before. We acknowledge that working with specialized investment professionals helps to provide them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax and legal professionals. We strive to provide a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

Outside providers of professional services are neither affiliated with WJ Wealth Management or LPL Financial.