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Journey Strategic Wealth Adds First Tuck-in Team San Francisco-based advisor Kristin Bartlow and her team bring $180 million in client assets to Journey Strategic Wealth, a new spin on the aggregator model, from Northwestern Mutual. Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, has recruited its first tuck-in, adding financial advisor Kristin Bartlow and her team, which brings $180 million in client assets, from Northwestern Mutual. Journey was founded in January by financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn, along with practice management coach Penny Phillips, founder of Thrivos Consulting. The addition of Bartlow’s team brings its assets under management to about $2.7 billion.

San franciscoUnited statesBrett agnewAdrienne braccia conradKevind rinowMark lebidaMichael brownBrian flynnKristin bartlowNorthwestern mutualJourney strategic wealthDynasty financial partnersPenny phillipsWest coastPurshe kaplan sterling investmentsAvestar capital