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OUR SERVICES

Financial Guidance and Portfolio Management
for Individual and Institutional Investors

  • 401k Rollovers

  • IRA Accounts

  • Taxable Brokerage Accounts

  • Education Savings Accounts & 529 Plans

  • Donor Advised Fund

  • Investment Portfolio Management

  • Asset Allocation Strategies

  • Portfolio Tax Planning

  • Inheritances, Bequests &

  • Charitable Giving

Types of Investments: ETFs, Mutual Funds, Stocks, Bonds, and Closed End Funds

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Types of Portfolios: Low fee index fund portfolios, sustainability portfolios, performance driven portfolios,
retiree dividend/income portfolios

CJW Capital, LLC is a registered investment advisor. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The principal risks of the investments and portfolios are disclosed in the publicly available Form ADV Part 2A. 

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CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

© 2016 - 2026 by CJW CAPITAL

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