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Journey Strategic Wealth
Cody Capobianco
Investment Analyst
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Journey Strategic Wealth
Ryan Simpson
Operations Associate
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Journey Strategic Wealth
Amanda Pasquale
Investment Operations Manager
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Journey Strategic Wealth
Jason Sangekar CFA®
Managing Director, Capital Markets
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Journey Strategic Wealth
Erin Moeller
Chief of Staff
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Journey Strategic Wealth
Charles Britton
Strategic Partner & Advisor
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Journey Strategic Wealth
Penny Phillips
President, Partner
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Journey Strategic Wealth
Mark Lebida CFA®
Managing Director, Investments
FAQ Section
At Journey Strategic Wealth, we've compiled this comprehensive questions to address common inquiries about our products and services.
Journey advisors pay an affiliation fee depending on the size of their practice. Contact us to learn more!
Advisors who have above average organic growth tied to their brand can co-brand with Journey.
Yes
Journey is ideal for advisors who are mostly models and who want to access an investment team for research, oversight, and trading. Its possible to accommodate anything an advisor is currently doing within our platform.