Who We Are
As an independent and focused practice, we believe our lifelong commitment to our clients sets us apart from other firms.Learn More
How We Can Help
Knowledge is key for confidently making decisions. Through our process, we address your financial concerns.Learn More
What We Do
From building to preserving to distributing wealth, our services are designed to address your goals throughout life.Learn More
Your Financial Partner
At AJH Wealth Management, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource.
We are an independent financial services firm serving clients in all stages of life, from young professionals to retirees. Wherever they are in life, we can help them create a roadmap that connects today’s reality with tomorrow’s opportunities.Contact Us
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
For homeowners who think their property taxes are too high, there are ways to appeal.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Understanding how capital gains are taxed may help you refine your investment strategies.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Making the most of surprises is a great reason to work with us.
There are hundreds of ETFs available. Should you invest in them?