4j Wealth Management, LLC

4J Wealth Management, LLC, located in McLean, VA, has been providing investment advisory services since 2018. The firm is owned by Joshua Goulding, Jeffrey Sciscilo, and Jennifer Hutton. As a fiduciary, 4J Wealth Management always acts in the best interest of clients, offering financial planning and discretionary/non-discretionary investment management services. Clients are required to enter into Financial Planning and Consulting Agreements and subsequent Investment Advisory Agreements. The firm charges an annual fixed fee or a percentage of assets under management, with exceptions for extraordinary planning services. Clients may incur transaction fees and other charges imposed by custodians for certain investments. The firm uses various methods of analysis, including cyclical, fundamental, quantitative, and qualitative analysis, to formulate investment advice. Investment strategies include asset allocation, long-term purchases, and risk management. Clients have the option to impose restrictions on discretionary authority. Registrant does not vote client proxies and does not require fees to be paid more than six months in advance. The firm has not faced any financial impairments or bankruptcy petitions. For further details, clients can contact the Chief Compliance Officer, Joshua Goulding.