281-634-9400
wj@wjwealth.com
client portals
Who We Are
Overview
The WJ Team
Community Involvement
Why CFP® Matters
Why Fee-Only Matters
What We Do
Comprehensive Financial Planning
Professional Investment Management
Fee Structure & ADV
Who We Serve
Typical Client Profile
Questions To Ask
Resources
WJNotes
WJPrint
WJPresentations
WJ Blog
WJ Blog
Contact Us
Sitemap
End of Year Tax-Smart Charitable Giving
This year we've discussed different types of tax-smart charitable giving strategies with several...
READ MORE
November 15, 2019
Retirement Plan Contribution Limits Going up in 2020
The IRS has published the new increased retirement plan contribution limits for next year. However,...
READ MORE
November 8, 2019
Client Portals
Contact Us
Home
Privacy Policy
Privacy Statement
Terms of Use
What We Do
Comprehensive Financial Planning
Professional Investment Management
Fee Structure & ADV
Form ADV
Who We Are
Community Involvement
The WJ Team
Why CFP Matters
Why Fee-Only Matters
Who We Serve
Typical Client Profile
Questions To Ask
