Our Advantage

We entered the independent financial services industry for one reason — to help our clients navigate their many financial concerns and offer an unparalleled level of service. We meet with our clients on a regular basis to adjust their goals, educate them on their investment decisions, and implement current technology to stay on the cutting edge of an ever-changing industry.

Regular Communication

One of the main benefits of working with a boutique firm is that we provide each and every one of our clients with a high level of service, regardless of your asset size or net worth. We will meet with you and your family at least once a quarter to adjust your plan, if necessary, check in, and monitor your progress toward your goals.


Ongoing Education

We believe that an educated client is an empowered client, which is why we take the time to educate you on your financial decisions and answer any questions you may have. We believe in transparency and serving as fiduciaries for our clients and one way we do this is by explaining the reasoning behind our actions.


Cutting-Edge Technology

Our staff works hard to stay on the brink of industry technology, and we help our clients streamline their investment processes with current tools. We transitioned our office to a paper-free environment and are taking advantage of Wells Fargo Advisors Financial Network's latest technology, which cuts back on processing time so we can better serve our clients.


With the goal of forming trusted, long-lasting relationships with each and every client, we constantly seek to improve and provide the highest level of service.

Contact us today to get started.



Our mission is to help clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training integrity, and outstanding client service.

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.

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