Investment Management
Together we develop a customized investment strategy that considers every aspect of your finances and goals.
Retirement Planning
Retirement planning has become increasingly complex. EJM Wealth Management has the experience and resources to develop, implement, and monitor retirement plans tailored for individuals, families, and business owners and their employees.
Charitable Giving
Everyone has their own charitable interests. We help our clients setup tax efficient charitable giving strategies so they can maximize their financial impact on their favorite organizations.
How Can We Help?
If you ever have questions about your portfolios or about specific financial products, please contact us.
We will set up a time to meet to review your needs and address any questions you may have.
Blog
Organization Tips to Help Take Time off Taxes
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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5 Year-End Tax Planning Opportunities
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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It's Never Too Late to Save for Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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