Our Services

SHJ Wealth Advisors believes that customized financial planning and goal-based investing are at the core of sound wealth management. We have found the best financial plans include investments under management to keep the plan on track. A clear financial plan executed with a sound investment strategy gives our clients confidence in their tomorrow.

Financial Planning & Investment Management

Our team spends plenty of time getting to know you, your values and your goals upfront. From there we craft a personalized financial plan and investment strategy. We strongly believe in providing realistic and achievable financial advice. Our recommendations are tailored to your unique circumstances.

Our financial plans cover every aspect of our client’s financial lives and can include:

  • Portfolio Design

  • Portfolio Implementation

  • Retirement Planning

  • College Planning

  • Estate Planning

  • Tax Planning

  • Retirement Plan Distribution

  • Stock Options Analysis

  • and more

Financial Planning & Investment Management

Our team spends plenty of time getting to know you, your values and your goals upfront. From there we craft a personalized financial plan and investment strategy. We strongly believe in providing realistic and achievable financial advice. Our recommendations are tailored to your unique circumstances.

Our financial plans cover every aspect of our client’s financial lives and can include:

  • Portfolio Design

  • Portfolio Implementation

  • Retirement Planning

  • College Planning

  • Estate Planning

  • Tax Planning

  • Retirement Plan Distribution

  • Stock Options Analysis

  • and more

Environmental, Social and Governance (ESG) Investing

Our clients have financial goals and personal values. Sometimes those values and goals can feel like they are in conflict with one another, but they don’t have to be. At SHJ we provide a number of ESG investment options for your portfolio.

The companies that make up an ESG 401(k) portfolio have been screened to meet a certain set of non-financial indicators of their accountability like pollution-reducing measures, diversity in hiring and transparency in leadership. These companies promote initiatives that benefit their communities and the world as a whole.

Many clients feel investing in an ESG portfolio helps to make the world a better place while still meeting their personal financial goals.

Learn About ESG Investing

Employer-Sponsored Retirement Plans

Many of our clients are also business owners. Employer-Sponsored Retirement Plans, such as 401(k) plans and profit-sharing plans, may provide small businesses with tax advantages and can help to recruit and retain good employees.

Businesses can cost-effectively offer a plan through SHJ Wealth Advisors. Our SHJ401k platform allows business owners to create a 401(k) plan online and SHJ will provide ongoing consulting and objective advice.

DISCOVER SHJ401K NOW

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