Journey Strategic Wealth
Finance · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
104 Summit Ave, Summit, New Jersey, 0790...Phone Number
(201) 905-0070Website
www.journeysw.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Journey Strategic Wealth
Journey Strategic Wealth is a company that operates in the Finance industry. It employs 10to19 people and has 1Mto5M of revenue. The company is headquartered in Summit, New Jersey.Explore more
Journey Strategic Wealth Org Chart
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Journey Strategic Wealth Tech Stack
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Mergers & Acquisitions (M&A)
Journey Strategic Wealth has entered into an agreement to be acquired by Hightower Signature Wealth.
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Journey Strategic Wealth News & Media
Journey Strategic Wealth Recruits $200m Advisor from LPL
NEW YORK--(BUSINESS WIRE)--Journey Strategic Wealth ("Journey"), a national RIA for independent advisors, is excited to announce the addition of the MDL Wealth advisory team, including founder Michael LaBarbera, advisor Ted Albrecht, and service advisors Carol Liddy and Sheila Meneses, bringing Journey's total AUM to $3.7 billion. LaBarbera and Journey President, Penny Phillips have a long-standing relationship with Phillips serving as a practice management consultant to MDL Wealth for severalRISR Partners With Journey Strategic Wealth, Equipping Advisors With Comprehensive Business Owner Engagement Tools
PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, the first comprehensive business owner engagement platform for financial advisors, has joined forces with Journey Strategic Wealth (“Journey”), a nationwide advisory firm with a mission to be the premier platform for advisors seeking support around organic growth. Adopting RISR’s comprehensive technology further enables advisors on the Journey platform to drive organic growth with business owners, which has been a significant priority for thJourney Strategic Wealth Adds Former Carson Team in Minneapolis, Adding $160 Million
NEW YORK--(BUSINESS WIRE)--Kerry Meath-Sinkin and Robert Meath of Meath Wealth Advisors have joined Journey Strategic Wealth (“Journey), a national RIA for independent advisors. Meath Wealth Advisors was founded by veteran advisor and Kerry’s father, Robert Meath. The move from Carson to Journey represents a new phase in the practice’s evolution according to Meath-Sinkin: “We are laser focused on building the financial planning firm of the future. Clarity, ease, impact: that is what we deliverJourney Strategic Wealth Appoints New Chief Growth Officer
NEW YORK--(BUSINESS WIRE)-- #advisorengagement--Journey Strategic Wealth (“JSW”), a nationwide advisory firm with a mission to redefine what it means to be “independent” in the financial advice industry, today announced it has appointed Justin Starnes as its Chief Growth Officer. As JSW continues to grow in scope and size, Starnes will lead the firm’s advisor partnerships and mergers and acquisitions (M&A) efforts, identifying advisory teams that will benefit from the firm’s concierge service an
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Journey Strategic Wealth is a company that operates in the Finance industry. It employs 10to19 people and has 1Mto5M of revenue. The company is headquartered in Summit, New Jersey.... Read More
