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We're here for you

Your everyday needs, long-term aspirations, & everything in between.

Comprehensive unbiased advice to help you navigate life's financial decisions.

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28 YEARS working with individuals, families, and businesses
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TOP 7% of Advisors in the Houston area by Texas Monthly magazine
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RANKED #19 Top Wealth Management Firms by Houston Business Journal

Click Here for award disclosures & third party details and criteria

Our Expertise

Feel supported in your financial journey with our wealth management services.

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Investment Management
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Retirement Planning
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Tax Planning
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Estate Planning
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Risk Management
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Business Succession
See how our Services can help you

Your best interest

is at the heart of what we do

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Find peace of mind

Sleep well knowing you'll have the focused attention on your family's unique needs, everyday.

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Gain confidence

Find the answers you've been looking for, with full transparency and objectivity.

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Expect responsiveness

Because your wealth manager should be one of your most trusted relationships.

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Unbiased guidance

Fee-only.
No commissions.

Unlike most financial advisors, we are only paid by you, which translates into sound, objective financial advice that puts your interest first.

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Personalized to your unique needs

We support a diverse array of clients with different backgrounds and professions. From engineers to entrepreneurs, our dynamic approach is tailored just for you. Although our fee is structured to serve a wide range of clients, our typical client has at least $1,500,000 in investable assets.

Working Professionals
Business Owners
Families
How we're different

It starts with building a relationship you can trust. 

...
Who is my advisor?
How is my advisor qualified?
What am I actually getting?
How is my advisor compensated?
Who is this structure best suited for?
How will my money be invested?
WJ Interests
Who is my advisor? You will be assigned a dedicated financial advisor who will work closely with you throughout your entire financial journey. If your primary advisor is not available, any WJ wealth advisor can assist you.
How is my advisor qualified? Our five CERTIFIED FINANCIAL PLANNER™ professionals are held to the highest ethical and professional standards in the industry. Our Portfolio Manager also holds a CFA designation.
What am I actually getting? You will receive personalized support and guidance through tailored planning advice, including comprehensive financial planning and professional investment management.
How is my advisor compensated? We are paid only by our clients through a transparent fee structure (Fee-Only). We do not accept commissions or pay for referrals.
Who is this structure best suited for? Someone who is looking for peace of mind knowing their advisor will serve in their best interest.
How will my money be invested? Your investment portfolio will be tailored and designed to meet your goals and objectives as outlined in your customized financial plan.
Big Investment Firms
Who is my advisor? Large firms often employ a team or "book of business" approach. This means that rather than having a single dedicated advisor, clients may interact with multiple advisors and support staff over time since employee turnover happens frequently.
How is my advisor qualified? Certifications depend on the firm but are not required. Some hold CFP® or CFA designations. Many are not fiduciaries.
What am I actually getting? Clients at larger firms might experience a more transactional relationship, where the focus is on managing a portfolio of clients rather than tailoring services to your unique needs and goals.
How is my advisor compensated? Varies, three type of compensation structures: (1) Fee-Only (paid only by client), (2) Fee-Based (paid by client and may receive add’l compensation for financial products) or (3) Commission (paid by products they sell)
Who is this structure best suited for? Someone that trusts an advisor to act in their best interest, regardless of how advisor is compensated or incentivized.
How will my money be invested? Large firms typically focus on “cookie cutter” investment solutions or products they can sell to generate more revenue for their firm, not always necessarily in the true best interest of the client.
Do-It-Yourself
Who is my advisor? Every decision, from investment choices to tax strategies, is self-taught and self-managed. This method relies heavily on personal research and knowledge.
How is my advisor qualified? Depends on experience of individual. A DIY approach to financial planning can often lead to unanswered questions due to a lack of access to qualified resources.
What am I actually getting? Limited to knowledge of the individual.
How is my advisor compensated? The cost to the individual is time and potential risk of making uninformed decisions that could impact long-term financial health.
Who is this structure best suited for? Someone with a passion and desire to constantly study financial markets and legislation pertaining to financial planning matters.
How will my money be invested? Typically will not have access to the lowest cost investment options or even access to most investment options due to investment minimums.
Raise your expectations

We meet the highest ethical and professional standards in the industry

CERTIFIED FINANCIAL PLANNERTM Professionals

Our team members have met rigorous education and experience requirements.

Relationships first

Our advisors

We're proud of our relationships and of the long-term financial success we've brought to our clients.

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WJ Blog
A Summary of the Tax Cuts and Jobs Act (TCJA)

A Summary of the Tax Cuts and Jobs Act (TCJA)

Mateo Salmeron July 24, 2024

The Tax Cuts and Jobs Act (TCJA) of 2017 was enacted by the US Congress and signed into law by former President Donald ...

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Election Concerns

Election Concerns

Jared Jameson June 26, 2024

Over the past few weeks, we've had multiple discussions about the upcoming election and its potential impact on ...

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Smart Retirement Spending: How to Increase Wealth/Spending With Less Risk

Smart Retirement Spending: How to Increase Wealth/Spending With Less Risk

Brandon Arns May 15, 2024

We recently recorded a presentation explaining how some simple modifications to client’s current financial plans can ...

Read More

Start the conversation

Start the conversation with an email to ashley@wjwealth.com and we will get back to you with a prompt same day response during business hours.

Phone: 281-634-9400

Monday-Thursday:
9:00 a.m. – 5:00 p.m.

Friday:
9:00 a.m. – 3:00 p.m.

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