EMPOWER YOUR FUTURE WITH OUR
Wealth Management Solutions
Leverage the diverse skillsets of our advisory team. We guide you through the complexities of wealth management, helping you find balance between financial freedom and a life well-lived.
Wealth Planning
Building legacies that stand the test of time.
At Journey, wealth planning is more than just numbers—it’s about crafting a legacy. Our purpose-driven approach helps ensure your financial decisions are deeply connected to your passions and aspirations, providing a robust blueprint for your family’s future.
Strategic Goals & Objectives
Balance Sheet Review
Cash Flow Analysis & Projection
Monte Carlo Simulations
Short & Long-Term Action Plans
Tax Planning
Intelligent tax strategies to protect your wealth and provide for a brighter future.
Tax planning can be complex and overwhelming. Our team strives to simplify this process, uncovering tax-saving opportunities tailored to your unique financial situation, so you can retain and grow more of what you’ve earned.
Tax Strategy Recommendations
Collaboration with Accounting & Estate Planning Team
Tax Document Aggregation & Organization
Charitable Giving Strategies
Estate Planning
Preserve your wealth. Create your legacy.
Protect your family with a comprehensive estate plan. We collaborate with your attorney to craft a strategy that protects your assets, minimizes taxes, and promotes a legacy as unique as you are.
Estate Document Review & Summary
Estate Titling/Beneficiary Review/Asset Assignment
Ongoing Coordination with Legal Team
Tax-Efficient Wealth Transfer
Business Planning
Optimize your business transitions for lasting success.
Your business is your life’s work. Whether buying, selling, merging, or restructuring, we provide hands-on guidance to ensure your business transactions are smooth, strategic, and aligned with your long-term goals.
Succession & Exit Planning
Tax Optimization
Executive Compensation Planning
M&A Strategy & Leadership Integration
Insurance Planning
Tailored protection for your unique goals and priorities.
Navigate life’s uncertainties with confidence through our comprehensive insurance planning. We offer strategic guidance to protect your assets and help ensure your financial future is secure.
Needs Analysis
Access to Specialized Brokers
Asset Protection Strategies
Estate Plan Integration
Ongoing Review
Investment Management
Fiduciary-driven strategies for your peace of mind.
As fiduciaries, Journey operates with your best interests at heart. Our independent open-architecture platform allows us to tailor investment portfolios that align with your objectives, timelines, and risk tolerance.
Mutual Funds
Exchange Traded Funds (ETF)
Bonds & Equities
Separately Managed Accounts
Direct Indexing
Alternative Investment Platform
Multi-Family Office
Streamline your life with comprehensive family office support.
Experience the peace of mind that comes with knowing your financial affairs are being managed. Our multi-family office services offer personalized support, simplifying complex financial management for your family.
Bill Pay
Cash Flow Management
Consolidated Monthly Reporting
Trustee Support Services
Wellness & Coaching
Realize your best life, inspired by your purpose, passion, vision, and values.
Success brings unique challenges and opportunities. Our wellness and coaching programs support the four pillars of wellness—financial, mental, physical, and spiritual—guiding you to live fully and leave a lasting legacy.
We offer essential tools, including workshops, one-on-one coaching sessions, and strategic partnerships to empower you and your family. The result is a tailored experience beyond wealth planning, laying the groundwork for enduring success.
Personal & Executive Coaching
Lifestyle & Wellness Planning
Healthcare Advisory Services
Mental Health Support
Family Coaching & Succession Planning
College Admission Counseling
We’d love to work with you
Start Your Journey
"*" indicates required fields
