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
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Is your estate in order? This short quiz may help you assess your overall strategy.
It may help your business be better prepared in the event of the death of a principal or key employee.
Taking regular, periodic withdrawals during retirement can be quite problematic.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Read this overview to learn how financial advisors are compensated.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are three things to consider before dipping into retirement savings to pay for college.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What is your plan for health care during retirement?