Meet our Extraordinary Team

Get to know us and see if you find us a good fit

Our Team at Journey Strategic Wealth

Our team will know you by name and do so much more than manage your investments. When you need to make a decision about money or life gets in the way of your plan, you can talk to us.

Big-Firm Service Small-Firm Feel

With Journey, you get the experience and resources of a large institution while still receiving intimate engagement from a small team.

We're a boutique advisory firm, and that's by design. We give each client individual attention that is well-researched and actually impacts your life for the better. Everyone you’ll interact with at Journey is someone who lives by our core values: honesty, communication, and family.



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(201) 881-1529


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104 Summit Ave., Summit, NJ 07901

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