After working with high-net-worth clients for many years, the founders of HJ Wealth Management, Jay Heller and Brian Kohute, devised a systematic discipline for managing wealth. They call the innovative process, The Progression Of Wealth^®, to emphasize the long-term commitment required to succeed financially. Since publishing a book describing their process, The Progression Of Wealth^® has received attention in the national press and has been the subject of industry seminars for financial professionals.

If you are a corporate executive, professional, business owner or high-net-worth family, you can benefit from our Progression Of Wealth® process. We’ve managed money for busy high-net-worth families for more than 30 years. For an understanding about how we help people, click here.