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 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
Bank Failures
March 13, 2023
Good morning & Happy (early) Spring. Over the last week, seemingly out of nowhere, we had three bank failures here in the U.S. And,
2023 Milestones Letter
December 15, 2022
We hope this letter finds you well as you prepare for the holidays. As we close the books on 2022, we are sending our annual
Uncertainty Reigns
September 23, 2022
Greetings & Happy Fall. We trust this note finds you well but likely growing weary of news on the economic front. It seems no
Nowhere to Hide
May 4, 2022
Greetings & Happy Spring. We trust this note finds you well. In late January we sent out a note (Hello Volatility) discussing the financial markets