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
Presidential Election, 2024
October 17, 2024
Hello & Happy Fall. We trust this note finds you well but perhaps anxiously awaiting the Presidential election results in (hopefully) roughly three weeks from
Beyond the Noise: Optimism in 2024?
March 6, 2024
Greetings & an early Happy March Madness. It has been a while since we shared our thoughts on the markets so, all things considered, we
2024 Milestones Letter
January 5, 2024
We hope this letter finds you well after a happy holiday season. As we close the books on 2023, we are sending our annual milestones
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,