Fee-Only Financial Advisors in Sugar Land, Texas

Comprehensive Financial Services
Unbiased guidance.
No commissions.

Feel supported in your financial journey working with a CERTIFIED FINANCIAL PLANNER® that meets the highest ethical and professional standards in the industry. 

Far from the one-size-fits-all approach of many institutions, our advisors invest time in understanding your unique aspirations, making your goals our own. 

Our financial services include:

financial investments
Investment Management
retirement planning
Retirement Planning
financial tax strategies
Tax Planning
financial estate planning
Estate Planning
financial wealth management
Risk Management
financial advising on business succession
Business Succession
See how our financial advisors can help you

  • Call for help

    281-634-9400

  • Email us

    wj@wjwealth.com

  • Office location

    2333 Town Center Drive, Suite 100,
    Sugar Land, TX 77478


    Monday-Friday:
    9:00 a.m. – 5:00 p.m.

//Our Location

We are conveniently located near Sugar Land Town Center in Fort Bend County, and close to Hwy 59.  We look forward to welcoming you and helping you achieve your financial goals in a comfortable and convenient setting.

A personalized approach
It starts with building a relationship you can trust. You will receive personalized support and guidance through tailored planning advice, including comprehensive financial planning and professional investment management in Houston.  
Like you, our clients have unique needs  
While our clients span diverse backgrounds and professions, they all share a common goal: finding a trustworthy financial advisor to cater to their unique needs.

Raise your expectations

We aim to be the top and most sought-after fee-only, independent registered investment advisor in Sugar Land, Fort Bend County, and the Greater Houston area by providing superior comprehensive wealth management services based on a fiduciary standard.

Our mission is to provide our clients with freedom from financial worries so they can focus on their goals, passions and personal pursuits in life.

28 years of financial advising
28 YEARS working in Fort Bend County serving individuals, families, and businesses in Sugar Land, Katy and Greater Houston area.
TOP 7% of Financial Advisors Icon
TOP ADVISORS in the Houston area by Texas Monthly magazine
Top Wealth Management Firms Icon
RANKED Top Wealth Management Firms by Houston Business Journal

Click Here for award disclosures & third party details and criteria

Start the conversation

Start the conversation with an email to ashley@wjwealth.com and we will get back to you with a prompt same day response during business hours.

Phone: 281-634-9400

Monday-Friday:
9:00 a.m. – 5:00 p.m.

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