Wealth Solutions

We have over 320 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!

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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Optimism?

Good Morning & Happy Snow. To say it’s been an interesting January in the markets is an understatement.  We opened the year with the worst

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2022: Hello Volatility

Hello and a late Happy New Year.  It has been quite a while since we have communicated our thoughts/concerns on the markets.  The reasons for

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Milestones 2022

As we close the books on 2021, we wanted to outline several contribution limits and age milestones which will present potential planning opportunities for 2022:

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