Sojourn Wealth Advisory LLC

we believe families can achieve greater opportunities when they manage their money well. unfortunately finances can seem complex and time is limited. even while achieving great success some are unsure if they are making true progress. decisions about investments, insurance, employee benefits, liabilities, estate planning, and tax planning are made with little awareness of how it affects their desired journey. they may even work with someone but feel the industry is out of step from what they are looking for and are not receiving the kind of service and expertise they desire. that is why sojourn exists. sojourn was established for families who desire to make the most of their resources for the opportunities ahead. we take a different perspective. we provide ongoing advocacy for you and your family. our families are able to align their resources, stay informed, and benefit from expertise so they can better position themselves for greater opportunities. this helps our clients fr