Investment Broker

At BJL Wealth Management, we feel it is our duty to allocate our clients' investment assets for the best possible returns based on their individual situation. When investing for our clients, we actively manage risks and diversify our clients' portfolios so they are protected against downturns in the market. It is important to note that we do not consider ourselves stock traders but financial advisors for our clients. We actively manage our clients' accounts by reviewing the strategies set in place. We make it a priority for the client to fully understand and to be reminded of the purpose of their asset allocation.

The trading involves all forms of investments including stocks, mutual funds, exchange traded funds, and bonds. When handling options, alternative investments, and a more in depth investment strategy we collaborate with our professional money managers to handle these type of accounts.

Money Managers

When it comes to professional management and expertise, we provide our clients the opportunity to invest their assets with the leading financial organizations in the industry today. At BJL Wealth Management, our company has connected with multiple organizations that are presently managing assets worldwide for institutional and investment clients. These organizations provide expertise in many different areas such as individual stock portfolios, separate account strategies, Manager-of- Mangers investment programs or even laddered bond strategies to fit our clients' specific needs. Our Money Managers can also be seen on TV appearing frequently on CNBC and Bloomberg and managing the investment assets of some of the largest companies in the world, including AT&T and Comcast Corporation.

Income Solutions

Another type of investment we offer our clients are variable annuities. These products offer guaranteed income and protection for our clients in an uncertain market. When using this product, we allocate a portion of a client's assets into annuities based on a client's risk tolerance and financial situation. Variable annuities can offer a client the chance to grow with the market if it increases over time as well as guarantee a set amount of income regardless of market conditions. We have selected the best insurance companies to work with based on the benefit riders they offer.