Wealth Management

We offer comprehensive wealth management and business services to individuals and families in our Southern California community, as well as throughout the nation. These services include:


Wealth Management

We strive to develop a portfolio that produces appropriate diversification based on your individual goals and risk tolerance. We can assist with:
  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities


Financial Planning Services

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:
  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies


Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

At MWJ Wealth Strategies, you matter. Our investment plans aren’t structured around making a sale or building the largest client base possible. They are structured around your needs, objectives, and goals.

Contact us today to learn more.

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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