Journey Wealth Management, LLC

06/14/2026

💡 Have you considered how your assets will be passed on to the next generation?

Many families are surprised to learn that strategic gifting can be an effective way to transfer wealth, reduce potential tax burdens, and help loved ones during your lifetime.

This insightful article explores how gifting strategies may play a role in your overall legacy and estate planning goals.

Whether you're thinking about helping children, grandchildren, or other loved ones, understanding your options today can make a significant difference tomorrow. Read more by clicking below!

-- This content is for informational purposes only and is not intended to provide financial or legal advice. Passing assets to loved ones without

06/10/2026

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

Join us at Dave Wong's in Stockton on June 16th or June 18th 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!

06/05/2026

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

Join us at Stage Restaurant in Honolulu on Tuesday June 9th or at Waikele Country Club in Waipahu on Thursday June 11th 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 (808) 400-0860 to place your reservations!

06/04/2026

Summer is here - and so are vacations, weekend getaways, and travel plans.

Before you pack your bags, take a pause to set a budget, plan for extras, use rewards wisely, and avoid carrying vacation expenses into the fall.

A little planning now can help you enjoy the season without losing sight of your bigger financial goals... and if you need help with that planning, give our office a call!

05/27/2026

Hauʻoli Lā Hānau (Happy Birthday) to some of our amazing JWM ʻOhana! 🎉

We always enjoy taking time to celebrate the wonderful people who make Journey Wealth Management so special! ❤️

05/24/2026

As we approach Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country. Their service and courage will never be forgotten.

In observance of the holiday, our office will be closed tomorrow. We will resume normal business hours the following business day.

Wishing you a safe and meaningful Memorial Day weekend.

05/20/2026

05/19/2026

05/16/2026

Today, we proudly recognize and honor the brave men and women who serve and have served in our Armed Forces. Your dedication, sacrifice, and commitment to protecting our freedoms do not go unnoticed.

At Journey Wealth Management, we are grateful for your service and the strength you bring to our communities and our country. We also extend our appreciation to the families who stand beside you—your support makes all the difference.

Happy Armed Forces Day!

05/15/2026

A reminder to our California clients with birthdays in the second quarter (April, May, June), we'd like to invite you and a guest to join us for lunch and dessert at Mezzo in Stockton!

This event is only open to our current clients and you MUST CALL our office to reserve your seats.