Josh is a partner and senior wealth advisor with Adviser Investments. He serves as a member of the firm’s Portfolio Review Committee and works directly with a select group of families and institutions. Josh was recently honored, for the 10th time, as a Five Star Wealth Manager by Boston magazine. A graduate of the University of Vermont and Phillips Exeter Academy, Josh lives with his wife and three very active young sons in the Boston suburbs. When he’s not in the office, Josh is usually chasing or being chased by one or more of his kids.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC