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OUR MISSION
To provide our clients with freedom from financial worries so they can focus on their goals, passions and personal pursuits in life.
OUR VISION
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.
OUR VALUES
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Integrity

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We live with integrity and serve others selflessly.
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We are open, honest, and transparent in our communications and actions.
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We treat one another with dignity and respect.
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Fiduciary

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We maintain a Fee-Only structure which means we are paid only by our clients and will never receive commissions or compensation from any other source on any transactions made on our client's behalf, in order to maintain independence and objectiveness in our recommendations.
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We will deliver sound, financial advice with a full appreciation of the responsibility that has been given to us.
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We manage our client's money and investments as if it is our own.
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Service

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We are available, approachable, and responsive.
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We understand that each client's situation is unique and will strive to customize the service and recommendations as necessary in order to help them achieve their particular goals and objectives.
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We pursue excellence in everything we do and seek to always improve our service and identify new opportunities to grow wealth for our clients.
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We communicate continuously with clients regarding financial progress and recommended actions through meetings, technology, reporting, documentation, and open conversation.
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Community

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We give back through philanthropy, community service and social responsibility.

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.