Our Team

Joshua M. Peltz, CFP®

Joshua M. Peltz, CFP®, Managing Director

Joshua Peltz, CFP® joined the firm as a Senior Associate in 2010.  Since that time, he has specialized in positioning himself as his clients’ personal CFO, handling planning and advisory activities in concert with a deep appreciation of client objectives.  Josh strategizes with his clients across multiple service needs including investment management, tax and estate planning, insurance, cash flow management, and retirement and holistic risk reviews.

In 2023, Josh received recognition from Forbes “Best-In-State Wealth Advisors” ranking for NYC.

Josh’s past experience includes advising clients at both Lehman Brothers and Morgan Stanley working in private equity and wealth management positions.  He presently resides with his wife and children on Long Island.

A commitment to teaming with clients to meet their financial needs by putting their best interests first is what we bring to the job each day.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.