Wealth Solutions
We have over 425 years of combined experience in the industry, ready to help you meet your financial goals.
With clients in over 30 statesOur 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!
The LJI Team
Fear vs. Greed
August 6, 2025
Greetings & Happy Summer. Today is the 4-month anniversary of the April 7th ‘Tariff Tantrum’ stock market low. That day also happens to be the
Happy 529 Day!
May 29, 2025
Good Afternoon, One of the many benefits of being a client of LJI Wealth Management is our commitment to keeping you informed and educating you
“It’s Different This Time”
April 7, 2025
Greetings & Happy Spring. Up until mid-February the financial markets were moving along a fairly solid path. First quarter corporate earnings held up well and
2025 Milestones Newsletter
January 7, 2025
We hope this letter finds you well after a happy holiday season. As we close the books on 2024, we are sending our annual Milestones