About Us

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.

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.