Wealth Solutions

We have over 380 years of combined experience in the industry, ready to help you meet your financial goals.

With clients in over 30 states
Our planning-first approach, level of service & experience are what make us different.

At LJI Wealth Management we take great pride in our independence, our planning-first approach, and the experience of our team. We strive to provide excellent service, consistent communication, and the ongoing financial guidance you need to reach your financial and life goals…learn more

Ready to get on the path to financial freedom? Contact us today!

Bank Failures

Good morning & Happy (early) Spring.   Over the last week, seemingly out of nowhere, we had three bank failures here in the U.S.  And,

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Uncertainty Reigns

Greetings & Happy Fall.  We trust this note finds you well but likely growing weary of news on the economic front.   It seems no

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Nowhere to Hide

Greetings & Happy Spring.  We trust this note finds you well. In late January we sent out a note (Hello Volatility) discussing the financial markets

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We're ready to develop a strategic plan that gets you on the right financial path.
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