Broker Check

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.

Read more

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...

Read more

Kelly Tweet

Client Relations

(714)890-1400

(714)890-1411

kelly.tweet@lpl.com

Kelly Tweet joined our team in August 2019, in the role of Client Relations Assistant. She has 20 years combined experience in Customer Service and Office Management. In addition to daily office support, she enjoys maintaining our...

Read more

Laura McMullen

Administrative Assistant

(714)890-1400

(714)890-1411

laura.mcmullen@lpl.com

Laura is an Administrative Assistant, who supports Client Customer Service and manages Special Projects. Her role includes assisting with client relations by assisting with account openings, fund transfers and other client account...

Read more

Have a Question?

Name
Email
Question
Thank you! Oops!