General Financial Planning We offer comprehensive wealth management and business services to individuals and families in our Southern California community, as well as throughout the nation. These services include:Wealth ManagementWe strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:BondsStocksExchange Traded Funds (ETFs)Mutual FundsGovernment SecuritiesBrokerage AccountsAlternative InvestmentsVariable AnnuitiesFinancial Planning StrategiesA financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:Retirement Planning StrategiesIncome Planning StrategiesCollege Planning StrategiesEstate Planning StrategiesCash Flow Analysis StrategiesInsuranceDo you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:Life InsuranceLong-Term Care InsuranceDisability InsuranceAt MWJ Wealth Strategies, you matter. Our investment plans aren’t structured around making a sale or building the largest client base possible. They are structured around your needs, objectives, and goals. Contact us today to learn more.