Minnesota
Sam Sinkin
Operations
Minnesota
Robert Meath
Financial Advisor
Minnesota
Kerry Meath-Sinkin CFP® & AIF®
Financial Advisor, Managing Director
Journey Strategic Wealth
Cody Capobianco
Investment Analyst
Northern California
Kevin Rinow CFP®, CLU®, RICP®, CHFC®
Financial Advisor
Northern California
Adrienne Conrad
Executive Assistant
Southern California
John Solik
Financial Advisor, Managing Director
Journey Strategic Wealth
Ryan Simpson
Investment Operations Manager
New York & New Jersey
Karen Samuels
Investment Operations Manager
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.
Ready
to take the first step?
Whether you’re preparing for your legacy or have decades left to build, let Journey come alongside you to elevate your practice and give you the support as you bring last impact to your clients.
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