Since joining William Blair in 1997 and with collective team experience spanning more than 200 years, KJJ Wealth Management has been a leading wealth advisory group advising high-net-worth individuals, families, foundations, and non-profit organizations. With assets under supervision exceeding $3 billion1, the team takes a client-focused, customized approach to investment management while working with clients on complex wealth and estate planning events. The team coordinates with clients' accountants, attorneys, and other professionals to ensure proper communication in the wealth planning process. KJJ Wealth Management seeks to make the investment and financial planning process more manageable for clients while keeping them actively engaged over the long term.

Professional Recognition and Awards

  • Forbes Best-in-State Wealth Management Teams 2023, 20242
  • Barron's Top Private Wealth Management Teams 20243

1 As of 03/31/2024

2 The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

3The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases