Disclosures

• This website does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the U.S. or any country where WJ is not registered, notice filed, or exempt. WJ provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives before making investment decisions. WJ is not a broker-dealer and does not offer tax or legal advice.

   

  This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WJ unless a client service agreement is in place.

   

  WJ and its advisors receive awards and honors from time to time from various third party marketing firms and/or publications. WJ does not solicit or pay for any of these awards or recognitions. These awards and honors are based on the third party’s criteria established solely at their discretion. The Houston Business Journal ranking is based only on assets under management as of the end of 2024; therefore, it may not relate to the quality of WJ’s services. 

   

  RANKED #305 Nationally in Financial Advisor Magazine's 2025 RIA Survey (July 2025) – Criteria
  Financial Advisor Magazine criteria: To be eligible for ranking, firms must be registered investment advisors and provide financial planning and related services to individual clients. Some items on the questionnaire will require data that you have already prepared for your firm’s Form ADV. Hybrid RIA firms, corporate RIA firms and investment advisor representatives (IARs) are not eligible for survey. Firms with at least $1 billion in assets under management will be included in national ranking that will be published in the July/August 2025 issue of Financial Advisor magazine. Firms with less than $1 billion in assets will be published in an outline national ranking on FA’s website, www.fa-mag.com
  
  
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RANKED #17 Top Wealth Management Firms by Houston Business Journal (December 2025) – Criteria
Houston Business Journal Criteria: Houston Business Journal obtained information from company representatives. HBJ cannot independently verify the information included in The List. Some companies did not respond to inquiries; we rely on businesses to provide accurate data. In case of ties, companies are listed alphabetically. Criteria needed is: Local Assets Under Management, Assets per client, Local clients, Investment Minimum, Top Local Executive, Year company founded (Locally)