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CFP® Certified Financial Planning Professionals
We meet the highest ethical and professional standards in the industry

In the financial industry, anyone can call themself a financial advisor or planner. However, a CFP certification signifies a highly credentialed fiduciary that has met rigorous education and experience requirements.

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Integrity

Transparent in our actions
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Fiduciary

Unbiased financial advice
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Service 

Exceptional communication
Our Mission & Values
To provide our clients with freedom from financial worries so they can focus on their goals, passions and personal pursuits in life.
OUR STORY
Engineering successful futures across industries

Going from civil engineering to financial planning doesn't seem like a typical progression, but in retrospect, it makes perfect sense. When Bill Jameson and his son, Jared, founded WJ Interests, they not only brought with them years of disciplined project management and client service experience, they brought a unique discipline.

 

Prior to forming WJ Interests in 1996, Bill was an owner and served as the President of Lichliter/Jameson, now known as LJA Engineering, while Jared worked as a Professional Engineer at Ch2m Hill among other firms. Together with the WJ Interests team, they have applied the same research-driven and technology- intensive approach in civil engineering to understanding investment markets and money managers.

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Meet Our Team
We're proud of what we've built - our company and our reputation. All of our advisors are fiduciaries, guaranteeing that every piece of advice you receive is unbiased, with your best interest at the core of what we do.
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PHILANTHROPY

Supporting our greater community

WJ Interests is proud to support non-profit organizations through board participation, volunteer efforts, and contributions to foster community growth and well-being.
RECOGNITIONS

Striving for excellence in everything we do

Our vision is to be the top and most sought-after fee-only, independent registered investment advisor in the Greater Houston Area market by providing superior comprehensive wealth management services based on a fiduciary standard.
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In 2023, WJ was recognized as a top Houston-area wealth management firm by the Houston Business Journal (#19).
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WJ’s advisors have been recognized as a Five Star Wealth Manager ranking in the top seven percent of advisors in the Houston area by Texas Monthly magazine since 2010.
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In 2008, we joined the National Association of Personal Financial Advisors (NAPFA), a national organization restricted to Fee-Only advisors that recognizes industry excellence.
Click Here for award disclosures & third party details and criteria

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

Email: wj@wjwealth.com

Monday-Thursday:

9:00 a.m. – 5:00 p.m.

Friday:
9:00 a.m. – 3:00 p.m.