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DMJ Wealth Advisors

To access the comprehensive DMJ Wealth Advisors website and visit the client portal, click here.


We'll position your assets to make your retirement goals a reality.


At DMJ Wealth Advisors*, we take a disciplined, research-based approach to your needs, and leverage our relationships with leading international investment managers and insurance companies to help achieve your overall objectives.


Services for wealth generation and management.
Our most requested wealth advisory services include:


  • Financial Plan Development
  • Investment Placement and Management
  • Personalized Investment Tracking Website
  • Tax Efficient Investing
  • Employment Transition
  • Estate Conservation
  • Long Term Care
  • Qualified Retirement Programs
  • Life Insurance Assessment and Policy Acquisition

*Investment Advisor Representative of Investment Advisors, a division of ProEquities, Inc. A Registered Investment Advisor and a Registered Broker-Dealer, Member FINRA and SIPC. DMJ and DMJ Wealth Advisors, LLC are independent of ProEquities, Inc.

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