A complete list of active advisors currently associated with CHJ Wealth Management

Warmer can help you find a great advisor at CHJ Wealth Management or one who fits your needs even better.

CHJ Wealth Management provides investment management, financial planning, estate planning and retirement income planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, charitable organizations, corporations and other business entities. The firm reports approximately $600 million in discretionary assets across about 309 client relationships and generally requires a $500,000 minimum account (exceptions may be granted). CHJ primarily manages accounts on a discretionary basis and customizes asset mixes and security selection to each client’s age, goals and risk tolerance, using both fundamental company analysis and technical analysis of trading patterns. Portfolios typically include individual stocks, bonds, ETFs, REITs and MLPs, and the firm treats financial planning as part of its overall investment management service. Distinctive features include two employees who are registered representatives and licensed insurance agents able to offer commissionable brokerage and insurance products through a separate broker‑dealer (PKS), a relationship the firm discloses as a potential conflict of interest. The firm also provides frequent communications — quarterly third‑party portfolio summaries, written quarterly market commentaries authored by firm principals and daily market update emails — and operates with standing transfer authority over client accounts while following SEC safeguards for such arrangements.

To learn more about the advisors currently working at CHJ Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.