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!

The LJI Team

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Investment Management

Strategic investment for a healthy portfolio.

Financial Planning

We can help you to see the big picture, and make it a reality.

Insurance

Peace of mind for you and your family today, and tomorrow.

Mortgages

An important element of your overall financial plan.

Thank you!

April 30, 2020

Greetings & Happy Spring. I want to start off this note by saying THANK YOU.  Thank you for not giving up or bailing out over

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What can I control?

April 3, 2020

Greetings.  We hope this note finds you safe. We all know returns in the 1st quarter of this year were brutal.  A solid start to

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What can go right?

March 25, 2020

Hello.  We hope & trust your family is safe during these crazy times.   Today we want to take a few minutes and imagine “What

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Who is selling now?

March 19, 2020

Hello.  We hope everyone is staying safe & healthy throughout this historic mess of a situation, to put it mildly.  There are a LOT of

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We're ready to develop a strategic plan that gets you on the right financial path.
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