Overview:At DMJ Wealth Advisors*, we take a disciplined, research-based approach to your needs, and leverage our relationships with leading international investment managers and insurance companies to help achieve your overall objectives. We also make it easy to track your progress and evaluate your goals through a personalized (and secure) website that monitors your entire financial picture. With daily updates of each investment account, you'll know exactly where you stand.
With services for wealth generation and management, the goal of DMJ Wealth Advisors is to work with each client to create a customized financial plan and investment strategies to efficiently and effectively meet their life objectives. We believe our five-step process ensures that each clients' financial plan is based on their unique life situations and goals.
Our most requested wealth advisory services include: Financial Plan Development, Investment Placement and Management , Personalized Investment Tracking Website, Tax Efficient Investing, Estate Conservation, Long Term Care, Qualified Retirement Programs, and Life Insurance Assessment and Policy Acquisition.
*Advisory Services offered through DMJ Wealth Advisors, LLC, a Registered Investment Advisor. Securities offered through ProEquities, Inc., a registered broker-dealer, member FINRA/SIPC. DMJ Wealth Advisors, LLC and ProEquities, Inc. are independent entities.