Wealth Solutions
We have over 425 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
AI Bubble & 2026 Predictions
January 15, 2026
Greetings & Happy Winter. We trust you and your family had a safe & wonderful holiday season. In this note we’re going to walk thru
2026 Milestones Newsletter
January 12, 2026
We hope this letter finds you well after a happy holiday season. As we close the books on 2025, we are sending our annual Milestones
Fear vs. Greed
August 6, 2025
Greetings & Happy Summer. Today is the 4-month anniversary of the April 7th ‘Tariff Tantrum’ stock market low. That day also happens to be the
Happy 529 Day!
May 29, 2025
Good Afternoon, One of the many benefits of being a client of LJI Wealth Management is our commitment to keeping you informed and educating you