Journey Wealth Partners Information

Starting from wherever you are, we help you clarify what is most important to you and then develop your integrated financial strategy. Many people have made real progress with their personal finances and yet lack the peace of mind that everything is completely organized and optimized. We plan, advise and guide the implementation of your comprehensive wealth management responsibilities and priorities so you may experience more confidence and greater peace of mind. Our goal is to provide exceptional client experiences and optimal outcomes 100% of the time. We ensure this level of service by staying current with investing and planning science and best practices for leadership, coaching, technology, project management and client service in all aspects of wealth and financial planning. We are dedicated to our clients and their families for the long haul. Our honed process yields exceptionally productive relationships. Employing a disciplined process, based on proven academic research and market results, ensures that your entire financial house is in concert with what is most important to you. If you are looking to improve the quality of your life, both now and in the future, please contact us to schedule time for us to have that conversation. clientservice@journeywealthpartners.com 978 369-2911 www.journeywealthpartners.com