Beyond Wealth
Redefining Wealth
Beyond the traditional definition of wealth
What does it mean to truly be wealthy? At Journey Beyond Wealth, we believe wealth goes beyond money. It's better defined by things like family, relationships, health, freedom, wisdom, giving, and living in alignment with your values.
What lies beyond your wealth? It is your legacy. To us, building a legacy looks like offering your time, talent, and treasure to make an impact in the world. It feels like teaching the next generation to fly. It tastes like living your best life every single day– a life created by design and free from regrets.
We are committed to taking our families beyond their wealth.
Our Why Story
Beyond financial advice
After spending decades in this field, we realized that the focus for financial advising was not in alignment with what matters most to families. While investment returns and technical expertise are important, we believe that personal finance is much more personal than finance. We guide families in their financial world and beyond to help them focus on what matters most. Some of the core beliefs that drive us are:
- Family is everything.
- Time is the most precious resource we have.
- We each have unique core values and desires to make an impact.
- Money should be used as a magnifier for good.
- Your legacy encompasses how you use your time, talent, and treasure.
- We are meant to find joy, fulfillment, and live our best lives today and every day.
- We all deserve to experience the inner peace of a life well-lived.
From Success to Significance
Beyond the typical measures of success
We want to help you unsubscribe from the belief that financial success is the ultimate goal. Instead, we help our families identify, understand, and live out their mission. We believe success is found in walking in your purpose. We're honored to join you as you pursue a meaningful life in your journey of stewardship.
- How connected do you feel to the people who matter most to you?
- Are the right things compounding in your life?
- What memories have you created recently?
- Is your confidence growing in the choices you make and how you spend your time?
- Are you making a difference in the ways you feel called to do so?
- Does being the steward of your wealth feel less like a burden and more like a blessing?
- If you passed away tomorrow, would you be free from regrets?
Let's Chat!
At JBW, we guide families to build a legacy beyond their wealth. We are committed to going BEYOND… beyond typical advice, beyond your financial wealth, and helping you see beyond what you thought was possible.
Want to find out if we'd be a good fit? We'd love to learn more about you and your family!