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What is Important to You?

We all dream about retirement and each of us has a unique vision of how we want to spend our retirement years. What is important to you? Do you envision a life of adventure, traveling the globe and exploring the great cities of the world? Perhaps you would like to buy a vacation house or boat, or both, or perhaps provide a financial foundation for your children and grandchildren. Maybe you simply look forward to having more time to spend with friends and family, volunteer within your community, or contribute to a favorite charity.

Have you financially prepared to make your retirement dreams reality? If so, how do you plan to maintain the financial stability while still pursuing your dreams throughout retirement?

At HJ Wealth Management, we know that planning is key to achieving financial independence and a successful retirement. That is why we developed The Progression of Wealth© process; a proprietary process at the forefront of holistic, goals-based financial planning and wealth management.

Since 1980, our team of financial experts have helped hundreds of high-net-worth families build and protect their retirement with clarity and confidence. If you are interested in seeking a partnership to help guide you to a fulfilling retirement, give us a call. Together, we will figure out what is important to you, and take the first step towards your “Progression of Wealth©”.

About Us

HJ Wealth Management, LLC is the creator of the Progression of Wealth© process, a wealth management discipline for high net-worth families.


Our Team

Learn more about HJ Wealth's team of financial experts.


Our Process

Click here to learn about the seven stages of our Progression of Wealth® Process.


our book

Your free guide to holistic, goals-based financial planning.


Industry Accolades

Over the years we have been recognized by some of the most respected organizations in the financial advisement industry.

Click here to see our latest awards, accolades and certifications.