Financial Journey Partners was founded in 2018 to provide a select group of successful professionals, business owners, and retirees with a trusted Wealth Management team, state-of-the-art technology, and an enjoyable process to help them make smart financial choices. Our clients have typically won the game, and now it is a matter of preserving what they have so they can focus on what matters most to them. We use a personalized approach to wealth management guiding clients to enjoy the journey. We focus on investment management, retirement planning, tax mitigation, wealth protection and transfer, and optimizing charitable giving. We are passionate about caring for our clients and helping them make smart decisions and align their money with their goals so they can enjoy the journey.