Journey Wealth Management, LLC

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.

05/14/2026

🎙️ FEATURED PODCAST ALERT 🎙️

What does a truly confident retirement look like — and how do you build one?

Our Founder & CEO, Roy Gagaza, recently joined the Dream BIG & Co podcast to discuss the strategies, mindset, and financial principles that can help individuals and families navigate retirement with clarity and purpose.

From income planning and tax-efficient strategies to healthcare considerations and legacy planning, this conversation highlights the key pillars of building a retirement roadmap tailored to YOUR goals.

Through the WealthWize Way, Roy shares how thoughtful planning and personalized guidance can help turn retirement uncertainty into confidence and direction.

🎧 Tune in to hear practical insights designed to help you prepare for the future you envision!

What does a truly confident retirement look like — and how do you build one? In this conversation, Roy Gagaza, founder of Journey Wealth Management, sits dow...

05/13/2026

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

Join us at Mikuni in Roseville on Tuesday May 19th or Thursday May 21st 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!

05/11/2026

Tomorrow is the LAST DAY to RSVP for tickets!

A reminder to our California clients! Join us for our 13th annual client appreciation baseball event with the Stockton Ports.

This event is for current clients ONLY and you must CALL the office at (209) 255-5806 to reserve your tickets.

05/10/2026

Moms often wear many hats—leading the household, shaping the future, and keeping everything moving forward with care and intention. From managing day-to-day finances to planning for what’s ahead, their impact is truly meaningful.

This Mother’s Day, we celebrate all the moms who give so much of themselves every day.

If planning for your family’s future is on your mind, we’re here to help!