Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Advisors & Consultants

WJ Interests, LLC

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

WJ Interests, LLC

Mission statement:

To assist clients in realizing their financial goals by providing Fee-Only, objective financial planning and investment management with a focus on personalized service and open communication.

Overview:

WJ Interests – Who We Are
Going from civil engineering to financial planning doesn’t seem like a typical progression, but in retrospect, it makes perfect sense. When Bill Jameson and his son, Jared, founded WJ Interests, they not only brought with them years of disciplined project management and client service experience, they brought a unique discipline.

We apply the same research-driven and technology-intensive approach in civil engineering to understanding investment markets and money managers. We are proud to have distinguished ourselves as one of Houston’s most respected wealth management firms, with industry honors such as:

   Named one of Wealth Manager Magazine’s top firms in the nation since 2005.
   Recognized as a top firm by Financial Advisor Magazine since 2008.
   Recognized in the top seven percent of advisors in the Houston area in Texas Monthly magazine since 2010.
   Recognized as a top Houston advisor by the Houston Business Journal since 2013.

Unlike the other 80 percent of advisors, our compensation comes only from client fees, which translates into sound, objective financial advice that benefits you and you alone. In 2008, we formalized this commitment by joining the National Association of Personal Financial Advisors (NAPFA), a national organization restricted to Fee-Only advisors that recognizes industry excellence.

We’ve structured our business to provide financial planning and investment management advice that is in our client’s best interest, not ours. We are selling our advice, not a product. This translates directly to a unique level of trust between our clients and us, which has been the mortar of our success. In addition, we’ve carefully managed our growth to ensure clients get the individual attention they deserve. We individually review each client’s investment portfolio on a regular basis and at least annually, we update each client’s financial plan.

We’re proud of what we’ve built—our company and our reputation. But more importantly, we’re proud of our relationships and of the long-term financial success we’ve brought to our clients.

Vision:

Define success by our clients meeting their financial goals and realizing their dreams.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.