As Vice President at Capitalwise, Justin brings a client-focused approach to private wealth management and helping select businesses with their employer-sponsored plans. With a strong belief that financial success begins with understanding, he prides himself on educating clients at the intersection of their goals and risk tolerance. He works closely with individuals and businesses to build customized strategies that align with their long-term objectives and unique lifestyles.
Justin helps clients navigate complex financial decisions with clarity and confidence. Whether guiding families through multi-generational planning or helping business owners design effective retirement solutions, he is dedicated to delivering thoughtful, strategic advice tailored to each client’s vision for the future.
Outside the office, Justin enjoys spending time with his wife and two daughters, golfing, and exploring new destinations through travel.
Exams, Licenses, and Other Professional Designations
- Series 7 and Series 66 Examinations