ABOUT US

About Our Firm

WJM is an accounting and consulting firm that provides quality, personalized financial guidance to individuals and businesses. Our expertise includes tax management and accounting services encompassing individual, business, and estate and trust planning and compliance, strategic business planning, exit strategies for small businesses, and investment wealth management.

WJM is one of the leading firms in the northeastern region, but also serves clients throughout the United States. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and personal attention they deserve. Our dedication to high standards and work ethic are the reasons our clients have faith and rely on the outstanding services we provide to them.

Our Vision

The team at WJM has a vision that by guiding our clients into the future with expert, sound advice on all financial matters providing peace of mind that their future will include a comfortable retirement and the ability to provide generational wealth that can grow with their families.

Our Community

Our firm and individual staff members pride ourselves in each doing our share to help the communities in which we live and work. Whether it is serving on a charitable board or participating in organizations with which we are affiliated, we are proud of the work that we do to help.

Our firm does share a particularly special relationship with the following organizations:

Affiliates

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