Joshua takes pride in protecting and maximizing clients’ financial independence, with a clear goal of helping them use their financial resources on what matters most to them. He delivers comprehensive financial strategies that are intentionally designed around each client’s individual objectives, values, and long-term priorities.
With over 15 years of experience in the financial services industry, Joshua has developed deep expertise in portfolio construction, risk management, and retirement income planning. His approach emphasizes disciplined investment management combined with proactive planning. In addition to creating customized financial strategies, Joshua conducts regular client reviews to evaluate investment outcomes, reconfirm financial goals, and make thoughtful adjustments as market conditions, tax considerations, or life circumstances evolve.
Joshua’s passion for the securities markets has driven him to build a strong technical foundation while also focusing on the broader planning disciplines that impact long-term wealth. His work often incorporates family wealth planning concepts, business and succession planning considerations, and coordination with clients’ tax and legal advisors to help ensure strategies are implemented efficiently and holistically.
He is particularly experienced in helping families and business owners navigate complex financial decisions, including long-term investment strategy, retirement planning, and the thoughtful transition of wealth across generations.
Joshua is a graduate of Roger Williams University and lives in Westwood, Massachusetts, with his wife, Julie, and their three sons, Eli, Harris, and Benjamin.