A complete list of active advisors currently associated with CSJ Wealth Management, LLC

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

CSJ Wealth Management is a single-advisor registered investment adviser managing roughly $71 million for a small client base that includes individuals, trusts, estates, charitable organizations, ERISA plans, corporations and one pooled investment vehicle. The firm provides discretionary portfolio management, outsourced financial planning through Delegated Planning, and advisory services related to private funds that clients may hold. The firm’s investment approach emphasizes diversified, long-term asset allocation constructed primarily with institutional mutual funds and ETFs (including Dimensional products), the use of Investment Policy Statements, and periodic rebalancing with attention to tax efficiency and low turnover. Separately managed accounts are generally implemented via diversified funds, while the firm also operates a privately offered pooled vehicle that is actively traded and may employ individual security selection, short selling and options. Several features distinguish the firm from many solo independent advisors: an affiliation with a law practice, the firm’s role as sponsor and general partner of a private pooled fund (with associated incentive allocations and a required initial holding period for fund investors), and portfolio management for pooled and institutional-type clients. The brochure also discloses the principal’s substantial outside involvement in private real estate development and brokerage and describes policies intended to address the resulting operational and conflict-of-interest considerations.

To learn more about the advisors currently working at CSJ Wealth Management, LLC, 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.