Client Information & Forms

Download Forms

Please either bring your completed Client Questionnaire with you to your initial consultation, or you may fill out the questionnaire online and email it to info@SHJWealthAdvisors.com prior to your consultation.

Client Questionnaire

New client intake form, fillable and printable online

DOWNLOAD QUESTIONNAIRE
Firm
Brochure

More information about our company

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Fee
Schedule

What financial services costs to expect

DOWNLOAD FEE SCHEDULE
Form CRS

Customer Relationship Summary

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Privacy Policy

How we collect and protect your personal data

DOWNLOAD POLICY
Parking Visa

Visitor parking pass when coming to our office

DOWNLOAD PASS