Our Approach

We put your needs first and plan for your short and long-term goals. Together, we craft a strategy that is appropriate for you.

A Knowledgeable Team

When you work with MWJ Wealth Strategies, you work with professionals who can coordinate all the moving parts of your plan.

Services for You

We offer comprehensive wealth management and business services to individuals and families in our Southern California community, as well as throughout the nation.

We are thrilled to announce that our transition is now complete!

Our commitment to you remains unchanged, and we look forward to continuing our successful collaboration. If you have any questions or need assistance, please don’t hesitate to call or email.

The Benefit of Holistic Planning

At MWJ Wealth Strategies, we approach planning a little differently than other financial institutions. Instead of fitting a client to a product, we fit a solution to a client’s needs and goals. We approach your goals from a comprehensive angle and view your strategies holistically.

Take Control of Your Financial Freedom

As independent advisors, we act in the best interests of our clients and aren’t motivated by commissions or proprietary products. Just as each of our clients are unique, each of their plans are unique, as well. We enjoy working with individuals who are serious about planning for their future, commit themselves to a long-term relationship, and are excited to take control of their financial freedom.

Couple on Beach

Where Do You Want Your Financial Roadmap to Take You?

Our goal is to help clients develop a financial roadmap and articulate their personal values. By offering guidance from an experienced team of comprehensive planners, we seek to help clients pursue financial independence.

MWJ Wealth Strategies

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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