Frequently Asked Questions

SJ Wealth Intelligence provides independent, evidence-based financial advice focused on your goals—not on selling financial products. Every recommendation is built around your financial objectives, risk profile and long-term aspirations.

We work with professionals, business owners, retirees and families seeking disciplined financial planning, investment advice and long-term wealth management.

The complimentary Discovery Meeting is a 45-minute online discussion to understand your financial goals, current situation and priorities. It also gives you an opportunity to understand our advisory approach and determine whether we're the right long-term partner for your financial journey.

Yes. Recommendations are made only after understanding your financial goals, risk profile, investment horizon and existing portfolio. Every recommendation is tailored to your unique circumstances. 

Yes. The Discovery Meeting is offered at no cost and with no obligation. It is designed to help us understand your needs and determine whether we are the right advisory partner for you. 

We offer both. Depending on your needs, you may choose a one-time financial consultation or an ongoing advisory relationship with periodic portfolio reviews and guidance. 

Simply book a Complimentary Discovery Meeting through our website. We'll understand your goals, discuss your current financial situation and explain how we can work together. 

Our advisory fees depend on the scope of engagement and the services required. All fees are communicated transparently before any engagement begins, with no hidden charges.