Add "wealth" to wealth planning
Mutual funds are a great way to help your business achieve its financial goals, and Journey Wealth has the professionals to assist.
Why invest in mutual funds?
Grow your savings faster
Historically, mutual funds have earned a higher return on invested dollars than term deposits. *Remember: past performance is not an indicator of future returns.
Mutual funds can provide tax advantages that other investment types cannot. Speak to a Journey Wealth advisor today about your ag or business enterprise.
Diversify your portfolio
Mutual funds come in all different shapes and sizes. Our advisors can help choose the right fund for your business or farm operation.
Invest your way
Whether you want to invest in mutual funds on your own, or you would like help from our experts, we have the solution to help you get what you need.
Let us focus on your business
Our financial planning experts can help work on your business or ag operation so you can work in it by creating a customized plan that secures your future operations without you missing out on life right now.
Grow with us
Around the corner – and throughout our communities – we're here to support your operation. Our agriculture and commercial specialists are here for you, now and tomorrow.
Questions about mutual funds?
What is a mutual fund?
Why should I invest in a mutual fund?
What is diversification?
Have more questions?
Don't hesitate to give us a call! Our financial planning experts are here for you, ready to work on your business – so you can work in it.