Journey Strategic Wealth

The answer is different for everyone. And that’s why we’re here.

What does financial freedom mean for you?

Sound Financial Planning

Sound financial planning gives people the ability to explore what “success” and “wealth” looks like for them and their families… and the confidence to know they are on their way there.

Everyone deserves to have peace of mind when it comes to their finances and their futures. We are relentless about providing the type of advice, guidance & service that provides just that.

Welcome to Journey

Delivered by Human Advisors with Compassion and Care, Always. Fueled by Industry Modern Technology. Supported by Collaborative, Communication. Tools Inspired by You.

Wealth Management
& Financial Planning

Saving & Budgeting
Cash Flow Analysis
Charitable Giving
Retirement Planning Executive Benefits
Wills, Trusts & Estate Planning

Investment Management

Asset Management
Equity & Fixed Income Investments
Alternative Investments
Impact Investing Strategies

Risk Management

Insurance Solutions for Businesses
Insurance Strategies

As Featured In

What Does Wealth Management Mean to Us?

It means compiling every piece of our clients’ lives — financial AND otherwise – to understand how everything is (or isn’t) working together.

Are you optimizing tax strategies? Are you taking on too much risk in your portfolio? Is there room to improve and enhance what you’ve already done?

It means leveraging time-tested methods for creating and growing assets and wealth, while uncovering fresh and innovative approaches.

Are there new, more cost effective investment vehicles we should consider? Are you accomplishing your charitable and philanthropic goals while growing your assets?

Simplifying life for our clients as the world around them gets more complex.

Do you feel like you still don’t have a handle on your financial picture despite all the work you’ve put in and all the accounts and investments you have?

Meeting every one of our clients’ “What if,” “What now,” “What next,” questions with objective data and incisive guidance.

Do you have a go-to for random questions, worries or thoughts that emerge for you? Do you have people who you know “have your back” at all times?

Ready to Get Started?

The financial services industry has become extremely complex. But that shouldn’t mean your experience
with your financial advisor should be too. Real conversations, real relationships. Sound advice and guidance.

Get Started