Located in the Philadelphia area, HJ Wealth Management provides a comprehensive process for managing all aspects of your financial life. HJ’s Progression Of Wealth process, has been implemented with hundreds of its clients since 2000. The Progression Of Wealth®is a system for putting you on a path toward achieving your long-term financial goals.
HJ Wealth was spun off from HJ Financial Group, an accounting firm that Jay Hellerfounded in 1980. Jay Heller, is a Certified Public Accountant and Personal Financial Specialist, while partner Brian Kohuteis a Certified Public Accountant, Personal Financial Specialist, and Chartered Financial Analyst. He also has a Masters Degree in Taxation.
After working as CPAs in the 1980s, Heller and Kohute began consulting to their accounting clients that owned businesses about managing their wealth. By the mid-1990s, they had both concluded that wealth management had evolved into nothing more than an easy way for brokers to sell mutual funds and insurance. Too often high-net-worth families coming to them for advice had gaping holes in their financial safety nets.
In 2000, with Heller having been a financial advisor for over 30 years and Kohute having been an advisor for 18 years, the pair spent nearly three years devising their own systematic approach for wealth management. Instead of product sales, their process would be advice-driven. It would focus on delivering results instead of selling products.
HJ Wealth Management is a Registered Investment Advisor (RIA) regulated by the U.S. Securities And Exchange Commission. A full-disclosure document every RIA must file with the SEC and make available to clients and prospective clients is available here.