How we manage our money affects the opportunities we and our loved ones have.

You have dreams and desires for yourself and your loved ones.  Goals you aspire to achieve.  Is your money being managed towards these goals? Finances can seem complex and time is limited.  Decisions about investments, insurance, employee benefits, debt, estate planning, and tax planning are often made separately with little awareness of how they affect the overall journey.  The result can be missed opportunities.

Sojourn Wealth Advisory serves families who desire to elevate their trajectory, increase their momentum, and gain greater clarity.  Our households are offered expertise and advocacy so they can make informed decisions and align their resources in a way that is more relevant to the lives they desire to live.

Our Embark, Explore, Discover approach provides greater perspective and context for the actions we can take for an extraordinary sojourn.