
Joshua Perkins
Helping Clients Transform Success Into a Sustainable Legacy
Attention For The Complexities Of Wealth
Many of my clients are at their peak earning years and in careers that demand significant energy and attention. With a shortage of time to devote to investment planning, they turn to me to address the full complement of their wealth management objectives. I help simplify and enhance complex personal finances and grow, conserve, and diversify sizeable assets. I work alongside CPAs, attorneys and other external advisors to help ensure that the entirety of clients' tax and estate planning considerations are aligned and integrated.
Experienced And Integrated Capabilities
I believe that my most important role is that of problem solver, and I have the privilege of working with multi-generational families to identify their needs and target appropriate strategies that attend to these concerns. I draw on more than 25 years of wealth management experience to navigate the breadth of J.P. Morgan's global resources and provide direct access to a wide range of products and services.
- Estate and Tax Planning Guidance
- Generational Wealth Transfer
- Retirement Planning
- Mortgage/Credit Facilities
- College Funding
Investment Approach
Specialized Wealth Management Support for the Unique Needs of Entrepreneurs, Executives and Business Owners
My Suite Of Services For Successful Professionals
I understand that as difficult as it is to build a company and amass wealth, maintaining these assets can also be challenging. My team and I have been advising entrepreneurs and other prosperous clients for many years and have honed our approach to the personal wealth management opportunities that often accompany significant achievement.
Cash Flow Management
We are skilled in investing short-term cash to generate income streams that care for living expenses, estimated taxes, trust distributions and other payments. We also develop strategies that address the need for differentiated liquidity.
Corporate Retirement Planning
As a core competency, my team and I provide 401(k) and 403(b) programs, defined benefit plans, profit-sharing strategies and pension funds that help address the accumulation of retirement savings.
Liquidity Events
By participating in pre- and post-transaction planning, we evaluate the timing and impacts of liquidity events and address tax and other considerations.
Hedging And Monetization Strategies
We recognize the disquiet that results from having considerable resources invested in a single brand. Working within your risk parameters and individualized requirements, my team and I create uncorrelated investment strategies that help diversify away from concentrated positions.
Executive Services
My team and I guide C-Suite clients to make the best use of equity compensation. We have deep experience with stock options, restricted stock sales, block trading, 10b5-1 contracts and other instruments.
Business Succession
Many business owners want their firms to continue beyond their lifetimes, managed by their children and, possibly, future generations. My team and I draw from our experience among this thriving client base to guide you through your particular goals and aspirations.
Learn More
Insights

How to pass down the family vacation home
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Your guide to buying a home
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When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
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US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now