What We Do
The TOJ Process


"Great moments are born from great opportunities." - Herb Brooks, 1980 USA Hockey Head Coach

TOJ Custom Plans
TOJ Custom Plans

Our proprietary planning process is designed to maximize your degrees of freedom financially in retirement and for the next generation. 

TOJ Model Portfolios
TOJ Model Portfolios

Our proprietary Investment Process is designed to provide our clients with multiple portfolios that not only meet their risk/return objectives, but also aligns their goals with their investments.