Journey Strategic Wealth

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

What does financial freedom mean for you?

The Power of Financial Planning

Everyone deserves to have peace of mind when it comes to their finances and their futures. Sound financial planning provides just that.

As a wealth management and financial planning firm, we exist to help clients and their families optimize their financial situations and grow and preserve their wealth.

Welcome to Journey

Our services are delivered by our team of advisors with compassion and care, always. We are fueled by industry leading technology and tools and are committed to creating an experience wholly focused on you.

Wealth Management
& Financial Planning

Budgeting and cash flow analysis
Tax optimization strategies
Retirement planning
Estate and legacy planning
Charitable planning and giving

Investment
Management

Asset management and optimization
Equity & fixed income investments
Alternative investments
Socially responsible strategies
Individual and business insurance

As Featured In

What We Do

We analyze every aspect our clients’ financial lives to understand whether they are on track to achieve all of their personal, professional and financial goals.

Questions we will consider:

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?

We build financial plans that provide our clients with a holistic view of their financial picture, and a pathway to achieving short and long term goals.

Questions we will consider:

What do you want to achieve financially or otherwise and how can we get you there?
How will your circumstances change over the next few years? How will that impact your plan?

We manage our clients’ investments and assets, taking a long-term strategic investing approach with tactical plays and tilts when necessary.

Questions we will consider:

Are there more cost effective and tax efficient ways to manage your money?
Are your investment portfolios working together to help you accomplish goals?
Are you accomplishing charitable goals while growing your assets?

We serve as guides and partners to their clients and support them in making-decisions, as their lives evolve.

Questions we will consider:

Are there regulatory or tax changes that will impact you and your family’s plan?
How can we work with your other advisors (e.g., CPA) to ensure your financial affairs are coordinated for you?
Where are your “financial” blindspots and how can we proactively coomunicate them to you?