Joseph’s focus is providing independent financial planning to individuals, families and business owners. His specialties include retirement planning, investment planning, asset allocation, estate and asset transfer planning and a host of other wealth management services. Prior to joining Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition, Joseph held a variety of positions within high-profile banking and financial planning institutions in and around Boston. Joseph has been a life-long Boston area resident and lives with his wife, Frances, formally an accomplished Boston attorney who is now a Probate and Family Court Justice. They enjoy travel, cooking, and entertaining friends and family. Joseph and Frances have two successful adult children, Alexa and Nicholas, Alexa works in Manhattan as an Events Coordinator and Nicholas is a Professional Personal Trainer.