Its team of financial specialists counsels affluent families to maintain their family heritage and multigenerational wealth. CEO Leo Kelly III has been featured in various publications, including The Wall Street Journal. 4J Wealth Management is a firm that helps individuals and families in Alexandria manage their money through a wide range of financial planning services. Its team of advisors assesses the clients' holistic financial situation and provides recommendations in areas such as retirement, estate, personal tax, and charitable planning. The company also assists in real estate, mortgage, debt, and risk management analysis. 4J Wealth Management's advisors have a combined financial planning experience of more than 70 years.
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