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Who We Are

Your Guide at Life’s Crossroads

Your Guide at Life’s Crossroads

At Journey Wealth Strategies, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.

We understand what it’s like to be going about your life when suddenly something happens that changes everything. For our founding partner, Dave, it was a severe injury that derailed his professional hockey career. Our co-founder Josh was a career officer in the U.S. Navy until he was called to an even greater mission: family life. For too many Americans, the “something” that causes them to stand at the crossroads of their lives and wonder where to go next is retirement. And that’s where we come in. We want to understand your goals so that we can help you retire but also live and give freely on your terms.

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