Journey Wealth Management, LLC

07/20/2026

📣 REMINDER CA CLIENTS 📣

Our Client Appreciation Bowling Bash is Almost Here! 🎳

The countdown is on! Join us on Saturday, July 25th from 1:00 PM – 3:00 PM at Lucky Strike Manteca for an afternoon of bowling, food, fun, and fellowship as we celebrate and thank our amazing clients.

We look forward to spending time with the families who make Journey Wealth Management so special. ❤️

🍕 Food & refreshments provided
🎳 Bowling included
👨‍👩‍👧‍👦 Up to 4 family members per household
📍 Lucky Strike Manteca

Seats are limited and RSVP reservations are filling up quickly!

📞 If you haven't reserved your spot yet, please CALL (209) 255-5806 no later than Wednesday, July 22nd. We will not take reservations by Facebook.

We can't wait to see you there!

07/15/2026

We're halfway through the year!

July is a good time to pause and ask: am I still on track? Has anything changed? Are there opportunities I should address before year-end?

Give our office a call today for a mid-year review that can help you make thoughtful adjustments.

07/06/2026

Financial freedom looks different for everyone.

As July begins, ask yourself: What would more financial freedom mean for me? 🤔

More flexibility? Less stress? The confidence to make work optional someday? A financial plan can help turn that vision into clear next steps.

Give our office a call today and jumpstart those thoughtful decisions into financial freedom!

07/04/2026

❤️🤍💙 Happy Independence Day! 💙🤍❤️

Today, we celebrate the freedoms, opportunities, and values that make our nation strong. As we gather with family and friends, let us take a moment to honor the brave men and women who have served and sacrificed to protect our independence.

From all of us at Journey Wealth Management, we wish you a safe, joyful, and memorable 4th of July filled with laughter, gratitude, and celebration. 🎆✨

07/03/2026

Mahalo to everyone who joined us for our Hawaii Client Informational Event! 🌺

Patricia and I, along with our entire Journey Wealth Management ʻohana, want to sincerely thank each of you for spending your evening with us. We never take for granted the trust and confidence you place in our team, and it was wonderful to reconnect with so many familiar faces while welcoming new friends as well.

We hope you found the evening both informative and valuable as we discussed the Big Beautiful Bill, strategies for long-term care planning, and the importance of estate planning to help protect the people and assets that matter most. Our goal is always to provide timely information that helps you make informed decisions for your future.

More than anything, we're grateful for the relationships we've built over the years. Serving you and your families is truly an honor, and we're thankful to have you as part of the Journey Wealth Management ʻohana.

Mahalo again for joining us. We look forward to seeing you at our next client event!

With gratitude,
Roy & Patricia Gagaza and the Journey Wealth Management Team 🌴❤️

07/02/2026

In observance of Independence Day, Journey Wealth Management will be closed on Friday, July 3rd, 2026.

We will resume normal business hours on Monday, July 6th, 2026.

We wish you and your family a safe, happy, and memorable Fourth of July weekend as we celebrate our nation's freedom and independence. 🎆🎇

Happy Independence Day!

07/01/2026

It doesn't cost a thing to attend but it could cost you a lot not to...

Join us at Stage Restaurant in Honolulu on Tuesday July 7th or at Waikele Country Club in Waipahu on Thursday July 9th for a special educational dinner event where you'll discover the potential impact taxes have on your retirement income.

Financial freedom in retirement can be more about the income we receive, rather than how much we have saved. At our seminar, our goal is for you to gain a greater understanding of how various financial products work with your other retirement assets. Learn how the transition from traditional "asset allocation" may help you pursue an enjoyable retirement.

If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Contact our office today at (808) 400-0860 to place your reservations!

06/24/2026

🎉 Exciting news for our HI clients! Roy Gagaza invites you to our next Gold Medal Service Bring a Friend Event—friends are welcome, but not required to attend.

Join us on Tuesday June 30th at 6:00 PM for an evening of valuable insights and delicious food at Mango Street Grill complete with live entertainment from the band Pohaku.

To reserve your spot, please call (808) 400-0806 by Friday, June 26th. Seating is limited, so RSVP soon!

06/21/2026

Dads are often the steady hand behind the plan - and the heart behind so many family goals.

This Father's Day, we celebrate the dads and father figures who lead with love, wisdom, and care.

If protecting your family's future is on your mind, we're here to help. Give our office a call!

06/18/2026