Journey Strategic Wealth

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Very few firms, if any at all, have actually been built to solve one of the transitioning advisor’s fundamental challenges; that even with independence, great technology, and resources, advisors still need support managing their practices and teams. And they don’t want to do it alone. Independent a... Read more

Headquarters

Summit, US

Employees

11-50

Links

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Penny Phillips

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Melissa Clark
Director, Financial Planning
Jason Sangekar
Director Of Portfolio And Wealth Advisory
Brian Flynn
Co-founder & Managing Partner
Mark Lebida
Director Of Investments & Wealth Management

Teams

This company has no teams yet