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 allocated 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. 


Models currently open and available for investment:

Guidance Alpha Growth

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