WJ Notes

  • All
  • WJNotes Portfolio and economic discussions for WJ Clients
  • Charts of the Month Monthly investment and economic visual data insights
  • Retirement How to Maximize spending/legacy in retirement
  • Living Fully Aligning wealth with values for a life of purpose
  • Investing Investing insights
  • Taxes Tax tips and strategies
  • Business Succession Insights on Business Succession Planning
  • Additional Financial Topics Other financial planning topics

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.