Joshua Wilson

Joshua Wilson

Wealth Advisor

Joshua Wilson provides comprehensive financial planning, specializing in mitigating risk for small business owners through Wealth Management, Risk Management and Estate Planning. While Josh works primarily with investments, he has extensive knowledge in Life Insurance, Disability Insurance and Long-term Care. Josh started his financial career on Wall Street shortly after graduating with a B.A. from Valley Forge University. He has successfully completed the FINRA series 7 and 66 examinations, as well as Massachusetts Life, Health and Accident exams. He has also completed and maintained his Long-Term Care certification.

Josh lives in North Reading, MA with his wife and growing family. In his free time, he serves as Chair of the Board for a Human Rights Committee, whose work has inspired him to incorporate social and environmental concerns into his everyday business practices. He enjoys watching local sporting events, traveling, golfing, and spending time with family and friends.