WJ Wealth Management

At WJ Wealth Management, we are a Registered Investment Advisory (RIA) firm dedicated to providing investment portfolio services to individual, corporate, fiduciary, and institutional clients nationwide. Our team of experienced professionals is committed to helping our clients achieve their financial goals through personalized guidance and customized investment strategies.

Our Services

We offer a range of services designed to meet the unique needs of our clients. Our flagship service is our Guidance investment model portfolios, which are rules-based and managed by our principals. These portfolios are available for use by other fee-based advisors associated with LPL Financial.

We also offer custom-designed, allocated portfolios tailored to the specific needs and goals of our clients. Our investment programs are designed to provide investors with a diversified portfolio that aligns with their risk tolerance, investment horizon, and financial goals.

Our Team

Our team of professionals is dedicated to providing exceptional service and guidance to our clients. Our team is led by Roger Wilson, CFPEA, who has extensive experience in the financial services industry. We are proud to have a team of knowledgeable and experienced professionals who are committed to delivering exceptional service to our clients.

LPL Financial Partnership

We partner with LPL Financial, one of the largest financial services companies in the United States. LPL Financial provides us with access to a wide range of investment products, advanced technology, and a commitment to exceptional client service. Our partnership with LPL Financial enables us to deliver a comprehensive range of investment solutions to our clients.

Fiduciary Standard

At WJ Wealth Management, we are committed to upholding the highest standard of care for our clients. We operate under the fiduciary standard, which requires us to act solely in our clients' best interests. This means that we will always prioritize our clients' needs above our own, and we will not engage in any activities that could potentially compromise our clients' trust.

Fee-Based Investment Advisors

We are a fee-based investment advisory firm, which means that we do not charge commissions. Instead, we charge an annual fee based on a percentage of our clients' invested assets. This fee-only structure allows us to maintain our independence and focus on providing exceptional service to our clients.

Conclusion

At WJ Wealth Management, we are dedicated to providing personalized investment guidance and exceptional service to our clients. We are committed to upholding the highest standards of integrity, transparency, and professionalism in all of our interactions with our clients. We believe that our clients deserve the best possible service and returns on their investment, and we are dedicated to delivering on that promise.