Joshua Shoshan, CFP®, APMA™, CEPA®
Senior Vice President
Josh is an advisor in our New York City office, where he partners with clients on their investment and advanced planning needs. With more than 25 years of experience in the financial services industry—and many years of hands-on investing experience—Josh brings a deep understanding of the complex financial lives of affluent individuals and families. He is particularly focused on the unique planning challenges and opportunities faced by corporate executives and business owners, including concentrated stock exposure, equity compensation and monetization strategies, succession planning, and liquidity events.
He places strong emphasis on wealth preservation and tax mitigation, while also guiding clients through trust and estate planning, asset protection, jurisdictional diversification, and charitable giving. Josh is known for delivering a holistic, highly personalized wealth management experience that integrates both long-term strategy and near-term execution.
He places strong emphasis on wealth preservation and tax mitigation, while also guiding clients through trust and estate planning, asset protection, jurisdictional diversification, and charitable giving. Josh is known for delivering a holistic, highly personalized wealth management experience that integrates both long-term strategy and near-term execution.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
