SHJ Wealth Advisors believe that customized financial planning and goal-based investing are at the core of sound wealth management. A clear financial plan executed with professional investment management gives our clients confidence in their tomorrow.
Investment Management
Our team spends time getting to know you, your values, and your goals upfront. We believe active investment management adds value to a client’s overall success.
Our Investment Management includes:
Risk Tolerance Assessment
Portfolio Design
Investment Seletion
Portfolio Implementation
Ongoing Market & Economic Analysis
Portfolio Monitoring & Adjustments
Portfolio Rebalancing
Portfolio Tax Management
Financial Planning
We strongly believe in providing realistic and achievable financial advice. Our recommendations are tailored to your unique circumstances, which can include:
Retirement Planning
Retirement Distribution Income Planning
College Planning
Tax Planning
Insurance Planning
Estate Planning Guidance
Employee Benefits Analysis
Stock Option Analysis
Did you know SHJ offers Environmental, Social and Governance (ESG) Investment options?
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.
