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 & Form CRS
Who We Serve
Typical Client Profile
Questions To Ask
WJ Virtual Luncheon Replay & Recent Trades
We recently held our WJ Investor Luncheon, virtually of course. We discussed election results,...
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....
November 12, 2020