A referral-based Registered Investment Advisory 

WJ Wealth Management is an independent Registered Investment Advisory (RIA) that provides investment services to our individual, corporate, and other institutional clients nationwide. Our primary investment program involves the Guidance model portfolios that are managed by the WJWM principals, not unrelated third-party asset managers. Our investment process is clearly defined and fully transparent.

Introducing GUIDANCE Investment Model Portfolios

Models currently open and available for investment:

Guidance Economic Evolution 

Guidance Capital Appreciation  

Guidance Growth

Guidance Socially Aware Growth 

Guidance Growth with Income 

Guidance Balanced

Guidance Harbor

Guidance Capital Preservation

Guidance Foundational Steward (designed for non-profit and fiduciary organizations)

*As reported by Financial Planning Magazine June 1996-2021 based on total revenue