Wealth Advisory

The C&J Wealth Advisors philosophy is simple: we strive to help our clients navigate their wealth journey with confidence and success by providing continued value.

Our clients are more than customers. They’re our friends, neighbors, and community members. Through educational events, insightful resources, and open communication, we consult with our clients to help them better understand today’s market and evolving economic environment.

Receive knowledgeable guidance from qualified decision-makers.

Each of our advisors and leadership team members upholds an active, ongoing commitment to maintaining the most up-to-date professional education and specializations. From training with America’s IRA Experts as a member of Ed Slott’s Elite IRA Advisor Group℠ to continuing education programs from prestigious industry associations like the Investment & Wealth Institute and the CFP® Board, we never stop learning and working to provide the best service possible.

Our in-house investment analyst is available to answer any questions you have and provide transparent due-diligence and research that extends into the design of all of our portfolio strategies.

Our Investment Philosophy

Transparent & Accessible Investment Management

At C&J Wealth Advisors, we provide client education and complete transparency with an in-house investment management team. This provides us with maximum flexibility to serve your needs.

Have a question about the market or your investments? As a client, you’ll be able to speak with our portfolio manager and investment analyst, Scott Smith, CIMA® directly. This level of accessibility and personal service is our way of saying “thank you” to our valued clients.

A Growth-Oriented Investment Approach

Our primary goal is to protect and grow wealth over time by investing in businesses that exhibit value, quality, and resiliency. By owning quality businesses at reasonable prices, portfolios will be positioned favorably for attractive long-term returns without unnecessary risk.

Customized to Be in Your Best Interest

Through asset allocation, our investment portfolios will be customized to best serve your financial situation, including:

• Tax-sensitivities
• Income needs
• Time horizon
• Risk tolerance

Please visit our website at cjwealth.com to learn more.