Extensive Experience and Expertise
With over 17 years of experience, Joe has established himself as a trusted financial advisor for high-net-worth individuals. He works closely with clients to navigate complex social and economic changes, crafting customized strategies that align with their unique goals. Moreover, his commitment to excellence ensures that each client receives personalized attention and tailored solutions.

Specialized Knowledge
In addition to his broad expertise, Joe specializes in Wealth Management, Family Planning, and Retirement Planning, seamlessly integrating technology to simplify the financial planning process. Furthermore, his in-depth knowledge of corporate benefits, company stock plans, and stock options positions him as a trusted advisor to executives and business owners. By breaking down complex financial scenarios, Joe delivers clear and actionable solutions that meet the unique needs of his clients.

Proven Leadership and Recognition
Joe’s career began in 2005 with Equitable Advisors, where he demonstrated exceptional leadership by running and managing top-performing teams for multiple years. As a result of his dedication and expertise, he consistently ranked among the top 100 advisors within the firm. Subsequently, he founded Periscope Wealth Management to deliver even more innovative and personalized financial strategies.

In recognition of his accomplishments, Joe has earned national accolades. For instance, New York Magazine named him a Five-Star Wealth Manager, honoring professionals with exceptional knowledge, outstanding client service, and the highest ethical standards.

Educational Background
Joe’s strong analytical skills stem from his educational foundation. He holds an Engineering degree from Syracuse University and a Master’s in Engineering from Arizona State University. This technical background, combined with his financial expertise, drives his methodical and detail-oriented approach to financial planning.

Life Outside of Work
Outside of his professional life, Joe resides on the Upper East Side of Manhattan with his wife, Courtney, and their three children: Alexander, Stella, and Lola. He enjoys skiing, watching football, and spending quality time with his family. Additionally, during the summer months, the family often retreats to the Hamptons, creating lasting memories together.

Commitment to Excellence
In conclusion, Joe’s personal passions and community involvement reflect the same care and dedication he brings to his clients. By combining technical expertise, personalized attention, and a genuine desire to help others, Joe continues to redefine what it means to be a modern financial advisor.