Why Use This Tool?

The path to financial independence has changed. In a world where pensions are disappearing, the cost of higher education is rapidly increasing, and the stability of Social Security is in question, we are being asked to take greater responsibility for our financial futures. To meet the task, we must be knowledgeable about the opportunities, risks, and solutions that will affect us as we strive for financial security and work to preserve our wealth for the generations that follow.

Against this backdrop, Wisdom Wealth Strategies is uniquely positioned as a resource to our clients. We recognize that Americans are in critical need of unbiased, objective, expert guidance for their financial decisions. We are committed to a process that provides transparency and clarity. As independent advisors without selling agreements or product contracts, we are free to provide what is truly important:Expert Guidance and Purposeful Planning. 

A WORD FROM JOSEPH: I believe the ever-evolving financial planning profession requires ongoing education and my enthusiasm for learning and sharing knowledge permeates all aspects of my career.  I teach Retirement Planning and Employee Benefits at the College for Financial Planning and I speak frequently to students at Metro State on financial planning.  In addition, I have been interviewed by Colorado's 9News and am a frequent contributor to the station's Moneyline9 segment

The Born and raised in Southern California, Joseph moved to Boulder where he earned his degree from the University of Colorado.  He quickly fell in love with the Denver-Boulder area and the state of Colorado where he was lucky enough to discover a passion for a career in the financial planning industry.