Your Strategic Wealth Advisor

Who We Are

Bringing extensive experience to the financial services business, we handle all aspects of financial planning with complementary skill sets creating a synergy that brings to life an exceptional wealth management firm.

How We Think

Thoughtful planning and a clear focus on your objectives creates peace of mind, efficient use of time and wealth preservation. We accomplish this by analyzing all pieces of your financial life and objectively designing a comprehensive plan that we implement and monitor.

Who We Serve

A trusted advisor that provides quality financial counseling to individuals and families that are seeking asset security, objective advice and quality service. AJ Wealth provides its clients a service that is unique in the financial services industry.

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Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647