The WealthWize Way
1. Discuss Your Destination
2. Discover Your Route
3. Delight in Your Journey
We also can refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning | Wealth Management | Investments | IRA & 401(k) Rollovers | IRA Legacy Planning
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.