Wj Wealth Management

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Home | WJ Wealth Management 18275 North 59th Avenue, Suite B-110, Glendale, AZ 85308 602-942-1321 WJ Wealth Management is an independent, fee-based Registered Investment Advisory (RIA) that primarily provides investment portfolio services to our individual, corporate, fiduciary and institutional clients nationwide. Our investment programs include the rules-based Guidance model portfolios and other custom designed portfolios that are managed by the WJWM principals. The Guidance model portfolios are also available for use by other fee-based advisors associated with LPL Financial. WJWM GUIDANCE MODEL PORTFOLIOS Models currently open and available for investment: Guidance Alpha Growth Guidance Growth Guidance Growth with Income Guidance Balanced Guidance Harbor Guidance Capital Preservation Guidance Foundational Steward (designed for non-profit and fiduciary organizations) (While designed for growth-oriented models, our overlay of NovaFront (ETFs) and Capital Account (stocks) sleeves can be added to all models as of June 20th, 2025). Our Team Roger Wilson CFP roger.wilson@lpl.com Jaclyn Colvin jaclyn.d.colvin@lpl.com Jeff Jones jeffry.r.jones@lpl.com Allison Baile allison.baile@lpl.com

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