About The Firm
Financial choices don’t have to feel overwhelming. At CHJ Wealth Management, we help you see your options clearly and build a plan that reflects your priorities.
We make things simple by breaking big decisions into clear steps. You’ll always know where you stand and what to do next — no jargon, no confusion.
We are a fee-only registered investment advisory firm practicing in The Woodlands, Texas since 2010. The only fee CHJ receives is directly from you.
We are independent and have no affiliation with any financial institution — our commitment and focus are entirely on the people we serve.
What You Can Expect
Personalized Advice
Plain-English Clarity
Flexibility as Life Changes
Confidence in Big Decisions
A Clear, Ongoing Process
Follow-Through You Deserve
Who We Serve
We work with people navigating important financial decisions and life transitions — helping them bring clarity to complex choices and act with confidence.
People Preparing for Retirement
Preparing for retirement and turning savings into income.
Professionals & Families
Managing wealth, taxes, and competing priorities.
Business Owners
Balancing company growth with personal financial goals.
Life Transitions
Guidance through inheritance, career changes, divorce, or loss.
How We Can Help
We offer financial planning and investment management designed to fit your life and adapt as your needs change. For a deeper look at each area click a topic below.
Our Values
Our values shape every plan we build and every relationship we nurture. Click on a value below for a deeper look at how they guide our work.
Initial Conversation
Our first meeting is a simple, no-pressure conversation focused on your goals and what’s most important to you. Click here for a step-by-step look at what to expect.
Our Process for Clients
Once you become a client, we follow a clear, step-by-step process to keep your plan organized and moving forward. Click here for the full breakdown of how it works.
