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HJ Wealth Management, LLC Employee Directory

Financial ServicesPennsylvania, United States0-1 Employees

HJ Wealth Management, LLC is a financial services firm based in Plymouth Meeting, Pennsylvania, built around a systematic discipline for wealth management developed by its founders, Jay Heller and Brian Kohute. The process, called The Progression Of Wealth®, emphasizes a long-term, disciplined approach to growing and protecting wealth. The founders’ experience working with high-net-worth clients informs the firm's methodology and client focus, emphasizing enduring financial outcomes.

They published a book describing The Progression Of Wealth®, and the approach has drawn national press attention and been a topic at industry seminars for financial professionals. The firm operates with a very small team and is led by its two founders, targeting affluent individuals seeking a structured framework for wealth management.

Find HJ Wealth Management, LLC employees' phone numbers or email addresses

HJ Wealth Management, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

HJ Wealth Management, LLC's Leadership

  • Stylized image of a person
    C. H.
    Principal
    Mobile Phone

Contact profiles from HJ Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. H.
    Principal
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is HJ Wealth Management, LLC known for?

Minus sign iconPlus sign iconHJ Wealth Management, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-484-636-****
. Explore HJ Wealth Management, LLC's company overview page for more information.

What is HJ Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconHJ Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HJ Wealth Management, LLC email formats with LeadIQ.

How many employees does HJ Wealth Management, LLC have currently?

Minus sign iconPlus sign iconHJ Wealth Management, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are HJ Wealth Management, LLC's key employees and leadership?

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As of July 2026, HJ Wealth Management, LLC's key employees include:

  • Principal: C. H.

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