Journey Wealth
Highly Engaged Employees
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
22901 Millcreek Blvd Ste 225, Cleveland,...Phone Number
(216) 468-1333Website
www.journey-wealth.comRevenue
<$5 MillionIndustry
About Journey Wealth
Journey Wealth is a full-service wealth planning firm that caters to entrepreneurs, professional golfers, and high net worth families, helping them explore various opportunities arising from their success. The company's approach focuses on defining success by the paths it leads to and aims to provide clients with a deep enjoyment of life, security in their future, and confidence in their financial plans. Specializing in financial planning, investment management, business planning, and wellness coaching, Journey Wealth serves professional golfers, family wealth, entrepreneurs, executives, and private clients.Explore more
SIC Code 62,628NAICS Code 52,523Show moreJourney Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Journey Wealth
<$5M
11-50
Private
-
2021
PF
Peter FranzJourney Wealth FSM Wealth Partner & Chief Information Officer
Journey Wealth Tech Stack
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Frequently Asked Questions Regarding Journey Wealth
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Journey Wealth is a full-service wealth planning firm that caters to entrepreneurs, professional golfers, and high net worth families, helping them explore various opportunities arising from their success. The company's approach focuses on defining success by the paths it leads to and aims to provide clients with a deep enjoyment of life, security... Read More