WJ Wealth Management is a registered investment advisory firm based in Glendale, Arizona, offering comprehensive financial planning and portfolio management services to individuals and small businesses. Established in 2020, the firm manages approximately $185 million in assets across 800 clients, maintaining a client-to-advisor ratio of about 400:1 .

Operating on a fee-based model, WJ Wealth Management provides services such as retirement planning, tax strategies, estate planning, and investment advice. Their fee structures include asset-based fees, hourly rates, and flat fees for specific services, ensuring transparency and alignment with clients’ financial goals .

The firm’s leadership comprises experienced professionals, including Roger Wilson and Jeff Jones, who each bring over 30 years of experience in the financial services industry. They adhere to a fiduciary standard, prioritizing clients’ best interests in all advisory services .

WJ Wealth Management is committed to providing personalized financial strategies, aiming to help clients achieve their financial objectives and secure their financial futures.