WJ Interests

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WJ Interests — overview

About

WJ Interests is a US-based wealth manager and a registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, retirement planning, asset allocation, portfolio management, tax & estate planning, risk management, cash flow planning, investment management, and business succession planning. The services are offered to individuals, high-net-worth individuals, families, corporations, partnerships, trusts, estates, and charitable organizations.

WJ Interests - known decision makers (9)

Position	Location	Asset Class
Associate Wealth Advisor, Associate Financial Planner	Sugar Land, US	GEN
Chairman, Partner and Founding Partner, Owner/President	Sugar Land, US	GEN
Chief Executive Officer, Partner, Chief Investment Officer	Sugar Land, US	GEN
Client Operations Specialist	Sugar Land, US	GEN
Client Services Manager	Sugar Land, US	GEN

Showing 5 of 9 known decision makers WJ Interests

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