What is Comprehensive Wealth Management?

We have found that our comprehensive financial planning approach is personalized to your unique situation. Not all professionals are able to look at your picture from a wide-angle lens and when you work with MWJ Wealth Strategies, you work with professionals who can coordinate all the moving parts of your plan.

We help our clients objectively answer questions they may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Should I consider long-term care insurance?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) and/or IRAs?
We serve as your go-to resource for both personal and financial matters. Building relationships of trust is paramount to our success and the most important part of our practice.

Contact us today to experience a higher level of service and care.

MWJ Wealth Strategies

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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