Client Portals

Client Portals

Choose a client portal and the website will launch in a new tab/window.

WJ Client Investment Portal

WJ Client Investment Portal

Provides you access to everything you need to know for your WJ Interests investments. How are my investments performing? What do I own? Go to the Investment Portal to find out.

WJ iPad App

WJ iPad App

Quick and easy access to your financial snapshot. If you would like to access your Investment Portal using an iPad. Please download the following app.

WJ Client Financial Planning Portal

WJ Client Financial Planning Portal

Provides you access to everything you need to know for your WJ Interests financial plan. What is my current net worth? What is my financial plan’s probability of success? All this information along with numerous tools to stress test your financial plan are available in your Financial Planning Portal.