We are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. Working together, we'll develop a financial plan to guide your decisions to reach your desired destinations, both short-term and long-term. Our professional and insightful guidance will ensure that you're well informed and confident of your financial plans, no matter where you are in your life journey.
Services
4J Wealth Management was founded on the principle that the whole is greater than the sum of its parts. We have continuously found that a team approach offers clients a collaborative solution rooted in understanding their goals and concerns. As a result of investing time upfront listening to what our clients want their money to buy for them, clients feel that each member of the team is connected with their financial well-being and success.
We have seen first-hand the value that collaboration and teamwork can deliver for our clients. For the past 10 years we have worked together to ensure that our clients receive the best service possible offering the resources of a large firm with the the touch of a boutique outfit. Josh is a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER practitioner.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
At 4J Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our seasoned professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Our job is to help improve people's relationship with their money. To do this we must first understand what money does for them. In other words, money isn't an end to itself -- it offers people freedom from working or an independent lifestyle or a legacy. We help people transform the relationship they have with money to minimize fear, anxiety or uncertainty.
Reviews (1)
Fran Lunney
May 18, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
In addition.to increasing my wealth substantially this past year, they have all been both knowledgeable and responsive to my inquiries. They regularly provide education to the clients even in the stressful time restrictions caused by the pandemic.
In addition.to increasing my wealth substantially this past year, they have all been both knowledgeable and responsive to my inquiries. They regularly provide education to the clients even in the stressful time restrictions caused by the pandemic.
