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Who We Are and How We Can Help

At MWJ Wealth Strategies, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Michael W. Jowdy, CFP®

LPL Branch Manager

714.890.1400

714.890.1411

michael.jowdy@lpl.com

Michael W. Jowdy, CFP® CERTIFIED FINANCIAL PLANNER Practitioner is an Independent LPL Financial Advisor and the Founder of MWJ Wealth Strategies, LLC in Huntington Beach, CA. Michael is affiliated with LPL Financial and provides services...
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Melissa Richards

Director of Operations

714.890.1400

714.890.1411

melissa.richards@lpl.com

As the Director of Operations, Melissa supports the development and management of MWJ Wealth Strategies, LLC. Ever focused on the team approach, Melissa continually looks for ways to align details with people for a positive client...

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Stephanie H. Rydell

Administrative Assistant

714.890.1400

714.890.1411

stephanie.rydell@lpl.com

As Administrative Assistant for MWJ Wealth Strategies, Stephanie is the first contact for clients seeking customer service for accounts managed by our firm. Her role is coordinating the many details of managing client data, scheduling...
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