Joshua Lipson Email & Phone Number

As the President of Lipson Financial Group, an independent financial services firm, I have been providing comprehensive tax and wealth management solutions to individuals, families, and business owners for more than 15 years.I also serve as the Vice President of Sales at Alpine Brokerage Group. Here, my expertise, experience, and passion for working with business owners allows me to consult with and advise other financial professionals — financial advisors, attorneys, CPAs, accountants — helping ensure they provide their clients with best-in-class tax and wealth management solutions and maximize the value of their businesses.My areas of expertise include tax reduction, wealth management, and risk management.My passions include helping ensure the successful transition of family businesses, protecting families from the devastating effects of long-term care, and helping other financial professions leverage my expertise to better serve their clients.

Listed skills include Financial Services, Debt Management, Leadership, Coaching, and 1 others.