WJ Wealth Management is an independent Registered Investment Advisory (RIA) that provides investment services to our individual, corporate, and other institutional clients nationwide. Our primary investment program involves the Guidance model portfolios that are managed by the WJWM principals, not unrelated third-party asset managers.
Our investment process is clearly defined and fully transparent. Working with firms such as BlackRock, the world's largest money manager, and LPL Financial, the nation's largest independent broker/dealer organization*, we have constructed a series of investment model portfolios that combine our personal, "hands on" asset management teamed with the technical resources of major players in the investment world.
Our investment process is clearly defined and fully transparent. Working with firms such as BlackRock, the world's largest money manager, and LPL Financial, the nation's largest independent broker/dealer organization*, we have constructed a series of investment model portfolios that combine our personal, "hands on" asset management teamed with the technical resources of major players in the investment world.
Services
As defined by The Investment Advisors Act of 1940, a Registered Investment Advisor (RIA) is "a person or firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications." As established in The Investment Advisors Act of 1940, the fiduciary standard compels advisors to place their clients' needs above their own.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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