WJ Wealth Management is an independent, fee-based Registered Investment Advisory (RIA) that primarily provides investment portfolio services to our individual, corporate, fiduciary and institutional clients nationwide. Our investment programs include the rules-based Guidance model portfolios and other custom designed portfolios that are managed by the WJWM principals. The Guidance model portfolios are also available for use by other fee-based advisors associated with LPL Financial.
WJWM GUIDANCE MODEL PORTFOLIOS
Models currently open and available for investment:
Guidance Alpha Growth
Guidance Growth
Guidance Growth with Income
Guidance Balanced
Guidance Harbor
Guidance Capital Preservation
Guidance Foundational Steward (designed for non-profit and fiduciary organizations)
(While designed for growth-oriented models, our overlay of NovaFront (ETFs) and Capital Account (stocks) sleeves can be added to all models as of June 20th, 2025).