Who We Are
The WJ Team
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
Have you heard about the SECURE Act?
The SECURE Act, assuming it does pass and becomes law, will implement many changes that will affect...
October 18, 2019
Donkeys, elephants, bears, and bulls: Why who is in the White House may matter less than you think.
Hartford Funds posted a good article and reminder regarding election cycles and how it impacts...
October 10, 2019