Josh has spent 25 years in private wealth management helping individuals manage their personal assets and plan for the future. As a fully licensed fiduciary he would help individuals review their personal financial situation. He will evaluate the best use of company benefits, review and build strategies to minimize tax liabilities, and help define and prioritize Goals into needs, wants and wishes.
Josh’s history in the financial services field uniquely qualifies him for understanding and navigating investment complexities. While working for Fidelity Investments, TD Ameritrade/Think or Swim, and The Whittenburg Group he has gained experience in trading and investing in Options, Futures, Currencies, Bonds, Annuities/Insurance, and other complex investment strategies. He has traded and managed assets through major market cycles such as the dot com bubble burst of 2000, 9/11 terrorist attacks, 2010 “flash crash”, 2008/2009 financial crisis, and the COVID crash of 2020. This invaluable experience of managing through the good times and more importantly the bad times, helps bring a much needed perspective in planning for the future.