Joe has been managing wealth for some of the nation's most affluent families and institutions since 1992. A nationally recognized leader in wealth management, he has been consistently ranked among the Top Wealth Managers in the U.S. by The Wall Street Journal, Forbes, and Barron's. Industry credentials: CFP(r), CIMA(r), CEPA(r), AIF(r) and CRPS(r) Joe's practice takes a comprehensive approach to wealth management, specializing in investment strategy, wealth transfer, retirement planning, risk management, as well as estate, tax, and philanthropic planning. He also provides pre-liquidity planning for b... Read More Joe has been managing wealth for some of the nation's most affluent families and institutions since 1992. A nationally recognized leader in wealth management, he has been consistently ranked among the Top Wealth Managers in the U.S. by The Wall Street Journal, Forbes, and Barron's. Industry credentials: CFP(r), CIMA(r), CEPA(r), AIF(r) and CRPS(r) Joe's practice takes a comprehensive approach to wealth management, specializing in investment strategy, wealth transfer, retirement planning, risk management, as well as estate, tax, and philanthropic planning. He also provides pre-liquidity planning for business owners considering a sale or transition. Outside of work Joe enjoys spending time outdoors with his wife, Jinger, and their son, Cooper. Read Less