Personal and Dedicated, Strategic and Comprehensive, Honest and Transparent
Wealth Solutions

We have over 260 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…continue reading

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

Stock market correction

Hello again. Well, it’s been a historical week in the stock market.  The market topped last Wednesday and, over the last 6 sessions, we’ve had

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February Volatility

Greetings and a Happy Early Spring. This is our first market note of 2020.  The last several months have been extraordinarily calm in the markets

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Summer Volatility

Hello and a belated Happy Labor Day. Six weeks ago, as the major indexes were hitting all-time highs, we sent out a note relative to

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