Finances are deeply personal and not something that my team and I take lightly.
Welcome to the AJH Wealth Management office in Brookfield, Wisconsin. I’ve been a financial advisor since 1997, and since becoming an independent financial advisor and opening my own office in 2009, my team and I have been committed to educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We are here to help you make smart, informed decisions about your money. We work closely with you to understand your goals, and then create a personalized retirement plan to help you achieve those goals.
Whether it’s to review your pension options, discuss lump-sum rollover options, or discussing your overall financial strategy, we act as fiduciaries which means we have a legal and ethical responsibility to act on behalf of you and to put your interests ahead of our own. I am also a CERTIFIED FINANCIAL PLANNER ™ (CFP®) and CPA, so I understand the tax implications of certain decisions and I try to help you smooth out those tax implications over the lifetime of your portfolio.
We formed our firm with the desire to help individuals and families develop personalized strategies that can grow with them throughout life. Feel free to call, email, or visit our website today to explore all our services. We look forward to connecting with you!
Securities offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Advisory Services offered through Kovack Advisors, Inc. AJH Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc