Our History

Engineering to Financial Planning

Going from civil engineering to financial planning doesn’t seem like a typical progression, but in retrospect, it makes perfect sense. When Bill Jameson and his son Jared founded WJ Interests, they not only brought with them years of disciplined project management and client service experience.  They brought a unique discipline.

Applying the same research-driven and technology-intensive approach in civil engineering to understanding investment markets and money managers, WJ Interests has distinguished itself as one of Houston’s most respected wealth management firms. Every year since 2005, we’ve been named one of Wealth Manager Magazine’s top firms in the nation. And every year since 2008, we’ve been recognized as a top firm by Financial Advisor Magazine.

Unlike 80 percent of advisors, our only compensation is fee-only, which translates to sound, objective advice that benefits you—and you alone. In 2008, we formalized this commitment by joining the National Association of Personal Financial Advisors (NAPFA), a national organization restricted to fee-only advisors that recognizes industry excellence.

We’ve structured our business to provide financial planning and investment management advice that are in our client’s best interest not ours. We are selling our advice not a product.  This translates directly to a unique level of trust between our clients and us, which has been the mortar of our success.  In addition, we’ve carefully managed our growth to ensure clients get the individual attention they deserve.  We individually review each client’s investment portfolio on regular basis and at least annually we update a client’s financial plan.  This is particularly crucial in the volatile times we are currently experiencing. 

We’re proud of what we’ve built—our company and our reputation. But more importantly, we’re proud of our relationships and of the long-term financial success we’ve brought to our clients.