
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

Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now