Journey Wealth Management, LLC

Journey Wealth Management, LLC We believe everyone should be able to live the retirement they've always wanted.

🎉 Calling All 3rd Quarter Client Birthdays! 🎂If you’re a Journey Wealth Management client celebrating a birthday in July...
09/02/2026

🎉 Calling All 3rd Quarter Client Birthdays! 🎂

If you’re a Journey Wealth Management client celebrating a birthday in July, August, or September, we’d love to celebrate with you!

Join us for a special birthday lunch at Dave Wong’s on September 9th at 12:00 PM. Bring a guest and enjoy lunch on us!

📞 RSVP to Jolas at (209) 255-5806 to reserve your spot.

We look forward to celebrating with you! 🥳

What could today’s changing markets, tax laws, and global events mean for your financial future?Join Scott Van Epps for ...
09/01/2026

What could today’s changing markets, tax laws, and global events mean for your financial future?

Join Scott Van Epps for an educational Financial Planning Dinner at Cattlemen's in Roseville, where we’ll discuss strategies designed to help you navigate market volatility, changing tax rules, rising costs, and other challenges that could impact your retirement.

📅 Tuesday, September 8th or Thursday, September 10th
🕕 6:15 PM
📍 Cattlemens | Roseville, CA

Seating is limited. Call 916-299-8075 today to reserve your dinner reservation.

We look forward to seeing you!

What a beautiful cruise on the ocean! 🌅⛵️We had an amazing time with our clients at our catamaran event, capped off by a...
08/23/2026

What a beautiful cruise on the ocean! 🌅⛵️

We had an amazing time with our clients at our catamaran event, capped off by an incredible Hawaiian sunset. Great people, great memories, and a perfect reminder of how grateful we are for our Journey Wealth Management ohana. ❤️

It doesn't cost a thing to attend but it could cost you a lot not to...Join us at Papapavlo's in Stockton on Tuesday Aug...
08/19/2026

It doesn't cost a thing to attend but it could cost you a lot not to...

Join us at Papapavlo's in Stockton on Tuesday August 25th or Wednesday August 26th for a special educational dinner event where you'll discover the potential impact taxes have on your retirement income.

Financial freedom in retirement can be more about the income we receive, rather than how much we have saved. At our seminar, our goal is for you to gain a greater understanding of how various financial products work with your other retirement assets. Learn how the transition from traditional "asset allocation" may help you pursue an enjoyable retirement.

If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Contact our office today at (209) 255-5806 to place your reservations!

What a great day celebrating our clients at our Quarterly Birthday Event! 🎉🎂After Hurricane Lala and the continued power...
08/19/2026

What a great day celebrating our clients at our Quarterly Birthday Event! 🎉🎂

After Hurricane Lala and the continued power outages across the island, it was especially nice to see everyone able to get out, relax, laugh, and enjoy a little bit of normalcy together.

We’re grateful that everyone could take a break from the challenges of the past several days and simply enjoy good food, great company, and quite a few birthday celebrations. ❤️

Happy Birthday to all of our Journey Wealth Management clients celebrating this quarter! We’re thankful to have you as part of our Journey 'ohana. 🎈🎉

A reminder to our Hawaii clients with birthdays in the third quarter (July, August, September), we'd like to invite you ...
08/12/2026

A reminder to our Hawaii clients with birthdays in the third quarter (July, August, September), we'd like to invite you and a guest to join us for brunch and dessert at Jade Dynasty!

This event is only open to our current clients and you MUST CALL our office at (808) 400-0860 to reserve your seats.

🌟 This month, we celebrate the entrepreneurs, small business owners, and community leaders who make a lasting impact eve...
08/09/2026

🌟 This month, we celebrate the entrepreneurs, small business owners, and community leaders who make a lasting impact every day.

Their dedication, hard work, and commitment help our local communities thrive, and we're honored to work alongside so many incredible clients and businesses who are making a difference.

Let's show our support! 💙

Tag a local small business or entrepreneur in the comments who deserves some recognition. We'd love to help celebrate the people who make our community stronger.

Address

903 West Center Street
Manteca, CA
95337

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12098258888

Website

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