WJ Interests, LLC

WJ Interests primarily serves individual and high‑net‑worth families, along with trusts, estates, retirement plans and select corporate clients, managing roughly $634 million across about 233 client relationships. The firm provides ongoing financial planning and discretionary investment management, including written investment policy statements and a password‑protected client portal for consolidated performance reporting.

WJ develops strategic asset allocations and then selects external money managers—typically mutual funds, ETFs and occasionally separately managed accounts—using third‑party research and direct manager due diligence, with an emphasis on long‑term manager relationships and generally avoiding leveraged or short positions unless specifically requested. For qualified‑purchaser clients the firm may recommend allocations to private alternative investments accessed through the GLASfunds platform, and it conducts additional operational and manager due diligence before recommending illiquid strategies.

Noteworthy distinctions include the firm’s use of third‑party awards and ratings in its materials and an explicit disclosure policy describing the rating criteria and date and stating it does not pay for ratings, a practice the brochure highlights and that is uncommon among peers. WJ also offers Succession and Exit Planning/business advisory services for closely held business owners exclusively to wealth‑management clients as non‑discretionary consulting, and it discloses the potential conflicts of interest and the separate negotiated fee arrangements associated with those services.