W J Interests

Who We Are

WJ Interests, LLC has been providing comprehensive financial planning and investment management services to individuals, families, and businesses in the Houston area and beyond since 1996. Guided by integrity and a commitment to transparency, we tailor our strategies to each client's unique needs and goals.

Our Values

Our core values are:

• Client-centeredness: We prioritize your financial well-being and act in your best interest.
• Transparency: We disclose all fees and provide clear explanations of our processes and strategies.
• Integrity: We adhere to the highest ethical standards and maintain the utmost confidentiality.
• Professionalism: We combine expertise with a personalized approach to deliver exceptional service.

What We Do

We offer a comprehensive range of services designed to empower you to achieve your financial goals:

Financial Planning

• Develop customized plans for retirement planning, estate planning, investment management, and debt management.
• Provide goal-setting and budgeting guidance.
• Conduct comprehensive financial reviews and risk assessments.

Investment Management

• Develop and implement diversified investment portfolios based on your individual risk tolerance and investment objectives.
• Monitor the performance of your portfolio and make necessary adjustments.

Our Team

Our team of experienced and certified professionals includes:

• Bill Jameson, CFP: Founding Partner and Chairman
• Jared Jameson, CFP: CEO and Partner
• Jonathan Chapman, CFP: Partner and Senior Wealth Advisor
• Brandon Arns, CFA, CFP, CAIA: Portfolio Manager

Why Choose WJ Interests?

With over 25 years of experience, WJ Interests has a proven track record of success in helping clients achieve their financial goals. We are committed to:

• Providing personalized attention and guidance.
• Treating every client like family.
• Using a data-driven and disciplined approach.
• Keeping you informed and involved in every step of the process.

Get Started Today

Contact us today to learn how WJ Interests can help you achieve financial peace of mind and secure your financial future.