Summit, New Jersey-based Journey Strategic Wealth has expanded with the opening of a new San Francisco office that is home to the first advisor team under the new RIA partnership business model that Journey launched in January, it said Tuesday.
The San Francisco advisor team is led by Kristin Bartlow, previously of Bartlow Wealth Management, a Northwestern Mutual (NWM) firm. Bartlow was registered with NWM since 2010, according to her report on the Financial Industry Regulatory Authority's BrokerCheck website.
At Journey, the advisors are being "supported by a team who understands what is important to us as advisors and ultimately to our clients," Bartlow said in the announcement. "The support at every level allows us to better engage with our clients' financial planning needs while knowing for certain that we're doing everything necessary to help them find financial freedom."
Bartlow's team includes Brett Agnew, who was with NWM since 2017 and has 22 years of experience in the industry; Kevin D. Rinow, who was with NWM since 2012 and Morgan Stanley for one year before that; and Adrienne Braccia Conrad.
The team adds $180 million in assets under management to Journey, boosting its AUM to $2.7 billion.
Bartlow's team will mainly serve institutional and other pre-retirement clients, including high-net-worth technology executives and their families, Journey said.
