What We Do

We at WJ Interests stand by our mission to assist clients in realizing their financial goals by providing Fee-Only, objective financial planning and investment management with a focus on personalized service and open communication. Our services include:

Comprehensive Financial Planning

Our primary objective is to help you achieve your financial goals. Through a comprehensive financial planning process, we help you clarify and quantify these goals. We then jointly develop strategies to achieve these goals as efficiently as possible. Read More

Professional Investment Management

Our investment management team is research-oriented and disciplined. We believe our clients’ long-term interests are best served by making investment decisions based on careful research, rather than pursuing the next big investment idea. We also recognize the importance of guiding investor behavior in helping clients achieve their long-term financial goals. Read More

Fee Structure & ADV

As Fee-Only advisors, we are paid only by our clients. This means we can be completely objective in making financial recommendations, and that you can be assured that we are looking out for your best interests. To facilitate on open relationship with our clients, our fee includes all the services we offer. Read More