Joshua Wilson
Managing Partner & Wealth Advisor
Co-Founder Joshua Wilson provides comprehensive financial planning, specializing in mitigating risk for small business owners, endowments, and nonprofits through wealth and risk management. Josh started his financial career on Wall Street shortly after graduating with a B.A. in Theology from Valley Forge University.
Josh lives in Freedom, NH with his wife and growing family. In his free time, he serves as Chair of the Board for a Human Rights Committee, whose work has inspired him to incorporate social and environmental concerns into his everyday business practices. He serves as a community pastor as needed. More recently, he has chosen to focus on his family, particularly his daughter Adalina, who has Down Syndrome. The entire family has taken an active fundraising role in the Massachusetts Down Syndrome Congress as well as serving as an ambassador for families welcoming a child with Down Syndrome.
Designations:
- FINRA Series 7 and 66 Registrations
- MA State Life & Health Licenses
Miranda Monte
Partner & Wealth Advisor
Miranda enjoys providing customized, holistic financial planning and specializes in working with entrepreneurs, women small business owners, and female executives – especially those in transition. After graduating from the University of Connecticut, she began her financial career as a Compliance Associate for an Office of Supervisory Jurisdiction (OSJ) and then transitioned to a Financial Paraplanner. Coming from a family of female small business owners and having a passion for gender equality in the workplace sparked Miranda's interest in Socially Responsible Investing, which has only grown with experience in the field. This drive has also led to her working with nonprofit organizations to develop custom retirement plan strategies. Her goal with each client and financial plan is to achieve individual financial goals while aligning investments with deeply held values.
Miranda lives in Derry, NH with her husband and golden retriever, Bailey, who frequently accompanies her to the office. In her free time, she enjoys hiking and is currently on track to complete all the 4k footers in the White Mountains of NH.
Designations:
- FINRA Series 7 and 66 Registrations
- MA State Life & Health Licenses