Founded in 2012, AJ Wealth is a Registered Investment Adviser (RIA) that provides comprehensive and customized wealth management services. The firm's mission is to simplify the financial lives of its clients by offering a holistic approach that integrates financial planning, investment management, tax and estate planning, and risk management. AJ Wealth operates on a fee-only basis, aiming to provide unbiased advice and build long-term relationships with the families and individuals it serves.

Founded in

United States