4J Wealth Management Employee Directory

Financial ServicesUnited States2-10 Employees

4J Wealth Management was founded on the principle that the whole is greater than the sum of its parts. We have continuously found that a team approach offers clients a collaborative solution rooted in understanding their goals and concerns. As a result of investing time upfront listening to what our clients want their money to buy for them, clients feel that each member of the team is connected with their financial well-being and success.

The individuals on our team have combined experience of more than 68 years. We have earned some of the most rigorous designations the industry offers (CFA® designation, CFP™ designation and ChFC). The years it took to earn these designations demonstrates a commitment to the highest ethical standards and to mastering complex financial planning and investment management practices.

Our practice is focused on serving the needs of individuals who are planning for retirement or are already in retirement. We believe this focus gives us a unique perspective, since we are aware of the financial and lifestyle intricacies that retirees face. One example of this intricacy is deciding on order of withdrawals from investment accounts and the investment and tax implications of those decisions.

We invite you to discover and experience the power of a credentialed, team-based approach where the structure of the firm is built to provide you with a foundation for long-term success and satisfaction.



Disclosure:
4J Wealth Management, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where 4J Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by 4J Wealth Management, LLC unless a client service agreement is in place.

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