About
Josh helps clients navigate investment management, retirement planning, tax-efficient wealth strategies, and complex financial planning decisions. He has particular experience working with business owners, executives, and professionals. Known for his analytical approach, attention to detail, and ability to simplify sophisticated financial concepts, Josh helps clients make informed decisions with confidence.
Josh regularly advises clients on business planning, stock compensation, retirement readiness, investment strategy, tax planning opportunities, and multi-generational wealth transfer. His passion for financial planning, combined with a strong technical foundation, allows him to help clients navigate complex decisions with confidence.
Josh earned his degree from Rensselaer Polytechnic Institute and has passed the Certified Financial Planner® exam. He is currently pursuing the Chartered Financial Analyst® designation to further deepen his investment and portfolio management expertise.
Education
- BS, Business & Management, Rensselaer Polytechnic Institute
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation