Journey Wealth
Highly Engaged Employees
Highly Engaged EmployeesFinance · 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 provides personalized wealth management services designed to align financial resources with individual aspirations, focusing on achieving financial independence. The firm caters to successful individuals, families, entrepreneurs, high-net-worth clients, and professional golfers, offering a comprehensive suite of services including wealth planning, tax planning, estate planning, and wellness coaching. Their approach integrates financial planning with wellness practices, emphasizing the importance of personal fulfillment alongside financial success. Journey Wealth aims to empower clients to create a life rich in purpose, joy, and lasting fulfillment.Explore more
Journey 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 provides personalized wealth management services designed to align financial resources with individual aspirations, focusing on achieving financial independence. The firm caters to successful individuals, families, entrepreneurs, high-net-worth clients, and professional golfers, offering a comprehensive suite of services including we... Read More
