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VerifiedFinancial Services· Founded 2017

Journey Beyond Wealth

At JBW, we guide families to build a legacy beyond their wealth. We serve families of significant wealth who have hit an inflection point - they've achieved financial success but wonder what's next. We help those who want to turn that success into significance by enriching their family and community. As a result of our work, families have the clarity and roadmap to strengthen their family unit, make an impact, and enjoy the journey.

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HeadquartersRoswell, United StatesEmployees7(1 to 10)Founded year2017Websitejourneybeyondwealth.comLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

7

1 to 10 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

0

tools in use

Monthly traffic

6

organic / mo

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Decision-makers and verified team members

7 contacts with verified email or phone · masked until revealed.

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Top roles at Journey Beyond Wealth

7 distinct titles indexed · top 7 shown.

  • 1client advocate
  • 1director of client delight
  • 1director of team success
  • 1financial planning intern
  • 1owner chief improvement officer
  • 1owner director of what's possible
  • 1summer intern

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