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Voyage Wealth Architects

EST. AUM
$700,000,000

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7

CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website voyagewa.com
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Overview

Voyage Wealth Architects is a Minneapolis-based wealth management firm specializing in integrated financial advice for high-net-worth individuals, business owners, and corporate executives. The firm operates as a team under OnePoint BFG Wealth Partners and Bleakley Financial Group, offering a holistic approach known as The Owner’s Suite® for entrepreneurs. Their investment strategy focuses on outcome-based planning, tax-efficient portfolios, and comprehensive retirement distribution. Recognized by Forbes as a Best-in-State Wealth Management Team, the firm emphasizes a coaching-centric relationship to help clients navigate complex personal balance sheets.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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