Josh Gregory Email & Phone Number

Collaboration and CommitmentWe believe that your financial story is unique to you and deserves a personalized approach. The right financial plan and investment management strategy provides peace of mind and a level of confidence that can help you accumulate, grow, and protect your wealth. Our robust financial planning process will help you realize your lifelong financial goals. Our customized investment management approach will give you confidence that your portfoliois optimized to provide returns commensurate with your goals, and tolerance for risk in a tax efficient manner.Experience Is On Your SideThe Wealthbridge team is comprised of experts in their specific domains who bring decades of experience to help you meet your financial goals. Individual team members hold many designations, such as Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Accredited Portfolio Management Advisor (APMA®) and Chartered Life Underwriter® (CLU®). In addition, we offer ancillary services and access to a network of trusted professionals. Wealthbridge Advisors is always by your side to help you meet your financial objectives.Areas of Focus:Retirement Planning StrategiesWealth Preservation StrategiesFamily FinancesSaving for EducationExecutive Compensation and Benefit StrategiesEstate Planning StrategiesEmployee Stock OptionsTax Planning StrategiesDomestic Partner PlanningRetirement Income StrategiesIntergenerational PlanningSocial Security Retirement Benefits

Listed skills include Business Planning, Business Strategy, Education Planning, Employee Benefits, and 5 others.