Your Dream Journey Starts Here

You’re going places. Wherever your sights are set, we help you get there by creating easy-to-follow financial roadmaps.

Your Dream Journey Starts Here

You’re going places. Wherever your sights are set, we help you get there by creating easy-to-follow financial roadmaps.

The WealthWize Way is Your Way Forward

The path to retirement confidence starts with a comprehensive plan for navigating life’s twists and turns. Using our WealthWize Way process, we help guide you down the road you’ve long envisioned.

1. Discuss Your Destination

2. Discover Your Route

3. Delight in Your Journey

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Subscribe to Our WealthWize Channel

Subscribe to our WealthWize Youtube channel to hear Roy Gagaza discuss many key financial topics.

Need more information?

Up Your Understanding at an Upcoming Event

Our seminars are designed to empower you to make informed decisions. We address a variety of financial concerns and cover a host of topics to help you prepare for the future and preserve your finances.

Retire Now – 3 Keys To A Confident Retirement (without sacrificing your lifestyle), Honolulu HI Seminar

6:15 pm | Stage Restaurant
1250 Kapiolani Blvd
Honolulu, HI 96814 United States
REGISTER

Retire Now – 3 Keys To A Confident Retirement (without sacrificing your lifestyle), Waipahu HI Seminar

6:15 pm | Waikele Country Club
94-200 Paioa Place
Waipahu, HI 96797 United States
REGISTER

Retire Now – 3 Keys To A Confident Retirement (without sacrificing your lifestyle), Stockton CA Seminar

6:15 pm | Papapavlo’s Bistro & Bar
501 Lincoln Center
Stockton, CA 95207 United States
REGISTER

1st Quarter Birthday Brunch, Modesto CA – Client Only Event

12:00 pm | Mimi’s Cafe
3401 Dale Road
Modesto, CA 95356 United States
REGISTER

Resources You Can Rely On

What can you do now to keep Uncle Sam from taking more than he’s owed later?

How can you make the most of Social Security?

How can you determine if an annuity is right for you, and how do you decide which type of annuity is best for your situation?

Our library of webinars, videos and other resources can help you find answers to these questions and many more.
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Services You Desire. Strategies You Deserve.

Because you’re full of unique ideas and plans for the future, you deserve a full suite of services that are tailored to your specific needs and goals. At Journey Wealth Management, we address essential areas of financial planning to help you make informed decisions that lead to confident, comfortable retirements. We help create strategies for:

Income

Health care

Tax efficiencies

Legacy

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