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G&J Wealth Advisory Group

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It’s your future. Let us help you pursue it.

Our mission is to help our clients live the life they’ve always wanted by providing thoughtful planning, intelligent guidance, quality strategies, and outstanding service.  Practicing a client-centered approach, we strive to deliver the high level of service you expect and deserve while providing time-tested investment guidance to help you pursue your lifelong goals. 

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Latest News

Read, watch, or listen to our timely investor insights.

  • Market SightLines by Michael O'KeeffeSight|Lines

    Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

    Podcast

  • Video: CIO Office

    Hear directly from Stifel's CIO Michael O'Keeffe on how the CIO Office provides superior support to advisors and clients alike. The CIO team was created to function as an extension of the advisors' teams, and gives them the ability to navigate market trends and answer clients' questions before they ask them. View video to learn more.

    Video

  • Market Pulse by Michael O'Keeffe and the Investment Strategy GroupMarket Pulse

    Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

    Whitepaper

  • Investment Strategy BriefInvestment Strategy Brief

    Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

    Video

  • Stifel presents Conversations with Michael O'KeeffeConversations with Michael O'Keeffe

    Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.

    Podcast

  • Market SightLines by Michael O'KeeffeSight|Lines Video

    Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.

    Video

  • Market SightLines by Michael O'KeeffeSight|Lines Document

    Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

    Whitepaper

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G&J Wealth Advisory Group

We have more than 40 years of combined experience in planning, investing, and helping our clients manage and mitigate risk to their wealth. Over the years, we have found these values to be the core of our practice: honesty and integrity cannot be compromised, transparency and full disclosure is the right of every client, striving to provide value is a critical component to sustaining successful relationships, and a strong sense of community is always important.
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