WELCOME TO AJ WEALTH
Thoughtful planning and a clear focus on your objectives creates peace of mind, efficient use of time and wealth preservation. We accomplish this by analyzing all pieces of your financial life and objectively designing a comprehensive plan that we implement and monitor.
Our mission is clear: Enhance our clients' financial lives with excellent, disciplined and trusted advice based on years of experience and an intimate understanding of your entire financial life, including:
- Asset management ›
- Income taxes ›
- Estate planning ›
- Life, property & disability insurance ›
- Cash flows ›
- Miscellaneous services ›
We make your financial life simpler, allowing you the freedom to live your life as you choose.