Journey Wealth Management, LLC

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

Are you prepared for what’s ahead?Join us for an upcoming Financial Planning Dinner in Stockton, where we’ll discuss tod...
10/07/2026

Are you prepared for what’s ahead?

Join us for an upcoming Financial Planning Dinner in Stockton, where we’ll discuss today’s market risks, tax changes, and strategies for protecting and growing your wealth.

📅 October 13th or October 15th
📍 Dave Wongs – Stockton

See the details below and call 209-255-5806 to reserve your seat!

🎀 October is Breast Cancer Awareness Month.This month, we honor the strength of those who have faced breast cancer, reme...
10/01/2026

🎀 October is Breast Cancer Awareness Month.

This month, we honor the strength of those who have faced breast cancer, remember those we have lost, and stand beside the families and loved ones whose lives have been touched by it.

May we continue to spread awareness, encourage early detection, and support one another. 💗

What could today’s changing markets, tax laws, and global events mean for your financial future?Join Roy Gagaza and Cory...
09/23/2026

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

Join Roy Gagaza and Cory VanWarmerdam for an educational Financial Planning Dinner at Skewers in Modesto, 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 29th or Thursday, October 1st

🕕 6:15 PM

📍 Skewers | Modesto, CA

Seating is limited. Call 209-255-5806 today to reserve your dinner reservation.

We look forward to seeing you!

Autumn is a reminder that meaningful change doesn’t happen all at once. 🍂The same is true when it comes to your finances...
09/22/2026

Autumn is a reminder that meaningful change doesn’t happen all at once. 🍂

The same is true when it comes to your finances. Small, consistent steps today can make a meaningful difference over time and help move you closer to the future you envision.

As the seasons change, it may be the perfect time to check in on your financial goals and make sure you’re still headed in the right direction.

🎳🌺 MAHALO to our amazing Hawaii clients! 🌺🎳A huge thank you to everyone who joined us for our JWM Bowling Bash! We had a...
09/19/2026

🎳🌺 MAHALO to our amazing Hawaii clients! 🌺🎳

A huge thank you to everyone who joined us for our JWM Bowling Bash! We had a fantastic afternoon filled with bowling, laughs, friendly competition, and delicious bento lunches. It was great spending time together outside the office!

And congratulations to our prize winners! 🏆

🎳 1st Place – Highest Score: Two tickets to Cirque du Soleil ‘Auana
🥈 2nd Place: Dinner gift certificates to GEN Korean Restaurant
🥉 3rd Place: Dinner gift certificates to California Pizza Kitchen

We truly appreciate the trust you place in our JWM family and, most importantly, the relationships we’ve built along the way.

Mahalo for making our Bowling Bash such a fun and memorable afternoon! 🤙🎳

🎳 Let’s Roll, Hawaii! 🎳Journey Wealth Management is excited to invite our Hawaii clients and their families to a special...
09/14/2026

🎳 Let’s Roll, Hawaii! 🎳

Journey Wealth Management is excited to invite our Hawaii clients and their families to a special afternoon of bowling, food, and fun as our way of saying thank you for being part of the Journey Wealth family!

📅 Friday, September 18th
🕛 12:00 PM – 3:00 PM
📍 Barber’s Point Bowling Center

Space is limited, so be sure to reserve your family’s spot!
📞 RSVP to Jolas at 808-400-0860

We can’t wait to see you there! 🎳

This National 401(k) Day, take a few minutes to check in on your retirement savings. A little attention today can help k...
09/10/2026

This National 401(k) Day, take a few minutes to check in on your retirement savings. A little attention today can help keep your long-term goals on track.

✔️ Are you taking full advantage of your employer match?
✔️ Do your investments still align with your goals and timeline?
✔️ Are your beneficiary designations up to date?

Your 401(k) is an important piece of your overall financial picture. Give our office a call today to review how your retirement savings fit into your financial strategy.

What could today’s changing markets, tax laws, and global events mean for your financial future?Join Roy Gagaza for an e...
09/09/2026

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

Join Roy Gagaza for an educational Financial Planning Dinner as we discuss market volatility, recent tax changes, rising costs, and strategies to help you prepare for the road ahead.

Choose from two upcoming Hawaii events:

📅 Tuesday, September 15th | 6:15 PM
📍 Stage Restaurant – Honolulu

OR

📅 Thursday, September 17th | 6:15 PM
📍 Waikele Country Club – Waipahu

Seating is limited. Call 808-400-0860 today to reserve your dinner reservation.

We look forward to seeing you!

Happy Labor Day from Journey Wealth Management!Tomorrow, we celebrate the hard work and dedication that help turn goals ...
09/06/2026

Happy Labor Day from Journey Wealth Management!

Tomorrow, we celebrate the hard work and dedication that help turn goals into meaningful progress. Whether you’re enjoying a well-earned day of rest or spending time with family and friends, we hope you have a safe and relaxing Labor Day!

Here’s to appreciating how far we’ve come—and looking forward to the journey ahead. 💪🏆

In celebration of the holiday, our office will be closed Monday September 7th. We will resume normal business hours Tuesday September 8th.

🎉 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! 🥳

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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