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
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The uncertainties we face in retirement can erode our sense of confidence.
Learn a little about worldwide currency in this fun infographic
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Beware of these traps that could upend your retirement.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When do you need a will? The answer is easy: Right Now.
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.