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WJ Virtual Luncheon Replay & Recent Trades
We recently held our WJ Investor Luncheon, virtually of course. We discussed election results,...
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November 17, 2020
Fall 2020 Virtual Investor Luncheon: Boring Twenties? Anything but. Roaring Twenties? The jury is still out.
A presentation from the WJ Advisors as they discuss the market following 2020 election results....
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November 12, 2020
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What We Do
Comprehensive Financial Planning
Professional Investment Management
Fee Structure, ADV & Form CRS
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Who We Are
Community Involvement
The WJ Team
Why CFP Matters
Why Fee-Only Matters
Who We Serve
Typical Client Profile
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