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!

The LJI Team

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LJI Team

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.

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

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Optimism?

January 31, 2022

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

January 21, 2022

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

December 30, 2021

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