Our Primary Purpose

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 70 years. Individuals on our team have earned rigorous designations such as the CFA® charter, CFP™, ChFC and AIF®. 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.

Our Primary Purpose

Our practice is focused on serving the needs of individuals who are planning for retirement or are already in retirement. We believe this focus gives us a unique perspective, since we are aware of the financial and lifestyle intricacies that retirees face. One example of this intricacy is deciding on order of withdrawals from investment accounts and the investment and tax implications of those decisions.

The structure of 4J Wealth Management separates us from our peers. All 4 team members are equity partners. As a result, we all have a vested interest in your success and care deeply about ensuring your satisfaction. We created this structure because we believe that it integrates and aligns client and firm success.

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-term success and satisfaction.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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