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. The individuals on our team have combined experience of more than 68 years. We have earned some of the most rigorous designations the industry offers (CFA® designation, CFP" designation and ChFC). The years it took to earn these designations demonstrates a commitment to the highest ethical standards and to mastering complex financial planning and investment management practices. We invite you to discover and experience the power of a credentialed, team-based approach where the structure of the firm is built to provide you with a foundation for long
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| Services: | Comprehensive Financial Planning, Asset Management, Retirement Planning, Estate Planning, Charitable Planning, Personal Tax Planning, Real Estate Analysis, Mortgage/Debt Analysis, Risk Management Analysis, Lines of Credit Evaluation, Retirement Plan Consulting |
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