OUR MISSION
To alleviate our client's financial worries through personalized financial guidance and service.
OUR VISION
Every client lives a fulfilling life by making the most of their financial resources.
OUR VALUES
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Integrity

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We live with integrity and serve others selflessly.
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We are open, honest, and transparent in our communications and actions.
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We treat one another with dignity and respect.
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Fiduciary

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We are paid only by our clients in order to maintain independence and objectiveness in our recommendations.
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We will deliver sound, financial advice with a full appreciation of the responsibility that has been given to us.
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We manage our client's money and investments as if it is our own.
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Service

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We are available, approachable, and responsive.
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We understand that each client's situation is unique and will strive to customize the service and recommendations as necessary in order to help them achieve their particular goals and objectives.
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We pursue excellence in everything we do and seek to always improve our service and identify new opportunities to grow wealth for our clients.
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We communicate continuously with clients regarding financial progress and recommended actions through meetings, technology, reporting, documentation, and open conversation.
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Community

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We give back through philanthropy, community service and social responsibility.

Start the conversation

Start the conversation with an email to ashley@wjwealth.com and we will get back to you with a prompt same day response during business hours.

Phone: 281-634-9400

Monday-Friday:
9:00 a.m. – 5:00 p.m.

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