WJ Interests, LLC, has provided fee-only financial advice to individuals, families and businesses since 1996. We do not sell any products or receive commissions from any source. Simply put, our goal is to make the best recommendations for you, based on your particular needs and objectives. You can rest easy knowing that our only incentive is to act in your interest.
The last decade has been a trying time for investors, testing the foundations of long-held beliefs and faith in financial markets. Our advisors all hold the reputable Certified Financial Planner® designation, and have more than 30 years of investment management experience. Using proven strategies and in-depth research, we have led clients through uncertain times toward accomplishing their goals.
The WJ Interests investment team is research-oriented and disciplined. We believe our clients’ long-term interests are best served by making investment decisions based on careful research, rather than pursuing “the next big investment idea.” We also recognize the importance of controlling investor behavior in helping clients achieve their long-term goals. Learn More