Our WHY
We exist to Inspire Confidence, Simplify Life and Build Meaningful Relationships
Our GUIDING PRINCIPLES
- Client Centered
- Transparency
- Family Focused
- Excellence through Teamwork
- Abundant Life
Our CREDO
JourneyPoint Wealth Advisors works to inspire a more confident life through a collaborative advisory experience. Transparency and our clients’ best interests are our highest mission.
We build meaningful relationships with our clients and team members alike by creating a family-focused experience aimed to simplify life. We strive for excellence in everything we do through teamwork.
We approach our work with an abundance mindset. We seek to create opportunities for growth and prosperity for all those we serve, and believe that by doing so we can create positive change in our communities.