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Joshua WilsonManaging PartnerWealth Advisor

Joshua Wilson
Managing Partner
Wealth Advisor

FINRA Series 7 and 66 Registrations; MA State Life & Health Licenses; Long-Term Care (LTC) Certification

Co-Founder, Joshua Wilson provides comprehensive financial planning, specializing in mitigating risk for small business owners, endowments, and nonprofits through wealth and risk management. Josh started his financial career on Wall Street shortly after graduating with a B.A. in Theology from Valley Forge University.

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 serves as a community pastor as needed. More recently, he has chosen to focus on his family, particularly his daughter Adalina, who has Down Syndrome. The entire family has taken an active fundraising role in the Massachusetts Down Syndrome Congress as well as serving as an ambassador for families welcoming a child with Down Syndrome.