Find Your Way by Discovering a Wealth of Services and Strategies

Implementing a variety of products and services, we develop a comprehensive strategy to help you travel that road to retirement freedom.

The WealthWize Way

The path to retirement confidence starts with a comprehensive plan for navigating life’s twists and turns. Using our WealthWize Way process, we help you embark on the journey of your dreams by addressing everything from retirement income planning and tax-wise strategies to health care and legacy planning.

1. Discuss Your Destination

We start by learning where you want to go, revealing how we can help you get there and deciding if we’d like to go on this exciting journey together.

2. Discover Your Route

Clear directions are necessary for every successful trip. We help you avoid retirement detours by mapping out a holistic financial course and identifying specific products and services.

3. Delight in Your Journey

Once we agree on and implement your custom-tailored strategy, you’re in the driver’s seat to power ahead toward your goals and dreams!

Our Services

At Journey Wealth Management, we believe everyone should live the retirement they’ve always wanted. We help you do that by focusing on these key areas of financial planning:

Income Strategies

Legacy Planning

Tax-Efficient Strategies

Health and Long-Term Care

We also can refer you to professionals who provide the following services:

Enjoy the Journey with These Perks

Check out the amazing opportunities in store for you when you become a Journey Wealth Management client.

There are perks that come with being a Journey Wealth Management client. Lots of them, in fact.

As you will see from the photo gallery below, we like to serve our clients and celebrate life with them. We schedule and coordinate client events that allow us to cruise on catamarans, hit it off at ballgames, fixate on flicks, strike up fun at the bowling alley, sunbathe along the shoreline and more.

Why? Because we believe building long-lasting relationships based on camaraderie and trust is essential to building comprehensive plans that produce incredible retirements.