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
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
To choose a plan, it’s important to ask yourself four key questions.
Here are 4 great, and sometimes unexpected, places to raise a family.
Life insurance proceeds are generally tax-free. But not in all cases.
A look inside the U.S. government's statistics on household net worth.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The market is as unpredictable as the weather. We’d love to help you prepare.
With alternative investments, it’s critical to sort through the complexity.
It's easy to let investments accumulate like old receipts in a junk drawer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.