Our Services

While developing a customized financial program, AJE Wealth Management will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We offer services for both individuals and businesses, some of which are listed below:

        Personal

• Financial Planning 
• Retirement Planning
• Asset Allocation
• Investment Selection
• Cash Flow Counseling
• Budgeting
• Mortgage Counseling
• Identify and Manage Risk
• College Funding
• Custodial Accounts
• Estate Plans
• IRA Rollovers
• Tax Favored Plans

        Business

• Pension and Retirement Plans
• Profit Sharing Plans
• 401(k), 403(b) and 457 plans
• Non Profit
• Cash Management