747 Main Street
Financially conservative advisors
? Yes. Conventional advisors? No. Not by a long shot.
At Journey Wealth Partners, our investment philosophy is grounded in a conservative, evidenced-based approach. To us, that means implementing expertly constructed, efficient, low-cost, well-diversified, risk-adjusted portfolios, and using best practices for risk and wealth management, growth and income, asset tax location and common-sense retirement income withdrawal strategies.
Our model for serving clients, however, is far from conventional. For one thing, we combine investment management with financial planning because we know this approach greatly enhances clients’ probability of maintaining their standard of living in the future. Secondly, we provide comprehensive wealth management services (proactive planning and disciplined investing) for a competitive and transparent fee.
You might say Journey sits somewhere between two extremes. On the one hand, you have automated “ robo advisors” (low fees, but generic recommendations and no human interaction). On the other, the large investment banks (personalized service, but high costs, opaque strategies/fees and, often, inherent conflicts of interest).
Principal & Founder
Peggy McGillin, CFP® helps clients clarify what is most important to them, has a keen ability to break down complex decisions and is adept at propelling clients to act, so they achieve their goals. As a business owner and founder...
Client Service Associate
Matthew McKinnon supports clients and the Journey Team in several key roles. Matthew is responsible for money movement and the operations supporting that function working with Journey’s custodians and money managers.
Senior Financial Advisor
Neil is a successful entrepreneur and business owner. After selling his profitable Massachusetts newspapers (16 weeklies), his interest in financial planning and investing led him to obtain the CERTIFIED FINANCIAL PLANNER™...
As a financial planner, I'm passionate about helping my clients reach their dreams. I invest the time to really get to know my clients, understand their situation, and deliver customized planning to help set them up for success.