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 strives to provide 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®
President
714.890.1411
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.
Alix Chapman
Director of Operations
714-890-1411
Kelly Tweet
Client Relations
(714)890-1411
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...
Laura McMullen
Administrative Assistant
(714)890-1411
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...
