FULL SERVICE PARTNERSHIP
One team to manage your investments, set your budget, plan your legacy, and make sure you save enough to retire comfortably.
WHAT DO YOU NEED FOR YOUR JOURNEY?
Your needs are different depending on where you’re from, what your career and family are like, and what you want to do with your life. And because you’re unique, you should expect unique financial advice from your wealth management partner.
Whether you’re a corporate executive, a school teacher, or a wealthy family planning a multi-generational legacy, we offer access to everything you need to make your money work for the life you want to live.
WHEN WE SAY WE OFFER FULL SERVICE FINANCIAL SOLUTIONS, WE MEAN IT.
Objective Fiduciary Advice
Retirement Income Planning
We get to know you and your financial situation. Learn about your life: your wants, your needs, your values, your health, your job, your thoughts, behaviors, and concerns about money.
We gather all of the facts about your financial life: income, spending, saving, accounts, assets, business benefits, legal planning – all of it.
Then we assess your risk and help you clarify short and long-term goals and priorities, personally and professionally.
We build out a plan for you that takes into account everything in your life.
We present the plan to you and provide recommendations on investing, income, saving, tax planning, insurance, benefits, legal and estate planning.
We implement the recommendations including managing your investments.
We monitor, adjust and update continuously as your circumstances evolve and identify progress toward goals and adjust as necessary.
TAP INTO BETTER TECHNOLOGY
If you need to log into more than one website to see all your financial accounts, then your digital life is too complex.
We simplify your finances by bringing everything together into a single website so you can check your checking accounts and home loan right next to your investments. And if you need to send your advisor a secure document, you can do that too.
It’s one simple way a Journey advisor can make your life easier.
PARTNERS SELECTED FOR THEIR EXPERIENCE, EXPERTISE, & ETHICS
We work every day to earn your trust, and we only work with partners committed to values like our own. That’s why we partner with Fidelity Investments to serve as the custodian of our clients’ assets. Fidelity was founded over 75 years ago, services over $4 trillion in assets*, and is highly regarded throughout the financial industry for its service to both investment professionals and investors alike.
MEET WITH YOUR FULL-SERVICE FINANCIAL PARTNER.
Connect with a financial advisor who puts you and your needs first. Make the call that could change your life for the better today.