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 Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

Bonds
Stocks
Exchange Traded Funds (ETFs)
Mutual Funds
Government Securities
Brokerage Accounts
Alternative Investments
Variable Annuities

Financial Planning Strategies

A 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 Strategies
Income Planning Strategies
College Planning Strategies
Estate Planning Strategies
Cash Flow Analysis Strategies

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

Life Insurance
Long-Term Care Insurance
Disability Insurance

At 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.