Joe has been working in the financial services industry for 50 plus years. For most of his career, he worked for investment banking firms in the Boston area. Since joining Trilogy Financial, he has focused his attention on planning strategies for business owners and highly compensated individuals, helping them to mitigate their tax liabilities utilizing qualified and non-qualified strategies.
Joe believes that an Advisor best helps clients by helping to reduce their taxes to enhance their wealth. He believes that everyone who is interested in investing in the financial markets should have either an investment plan or a financial plan. As everyone’s issues are different, each plan should be based on three factors: (1) their goals, both present and future; (2) the amount of time before they need access to their money; and (3) what will make the client sleep at night (understanding their true risk tolerance).
Joe is also an Accredited Investment Fiduciary (AIF®) to qualified retirement plans (Defined Contributions, Defined Benefit and IRAs). He was a member of and served as Vice Chairman for the Business Conduct Committee of the Boston Stock Exchange. In addition, he was a member of the Boston Securities Traders Association for 40 years.