We put your needs first and plan for your short and long-term goals. Together, we craft a strategy that is right for you.
When you work with MWJ Wealth Strategies, you work with professionals who can coordinate all the moving parts of your plan.
We offer comprehensive wealth management and business services to individuals and families in our Southern California community, as well as throughout the nation.
At MWJ Wealth Strategies, we approach planning a little differently than other financial institutions. Instead of fitting a client to a product, we fit a solution to a client’s needs and goals. We approach your goals from a comprehensive angle and view your strategies holistically.
As independent advisors, we act in the best interests of our clients and aren’t motivated by commissions or proprietary products. Just as each of our clients are unique, each of their plans are unique, as well. We enjoy working with individuals who are serious about planning for their future, commit themselves to a long-term relationship, and are excited to take control of their financial freedom.
Our goal is to help clients develop a financial roadmap and articulate their personal values. By offering guidance from an experienced team of comprehensive planners, we seek to help clients pursue financial independence.