Financial Advisor, Director of Investment Research, Shareholder
Wealthstream Advisors, Inc. in New York, NY
Joe is an advisor at Wealthstream, which is a boutique RIA firm in New York City managing over $1B in assets and helping over 400 families. He wants to learn about clients' goals in order to create a customized financial plan. This plan includes a low cost and tax efficient investment strategy plus a roadmap to financial freedom through cash flow projections. He also advises on equity compensation, education planning, income & estate tax planning, and insurance planning.
BBA from University of Miami with a double major in Finance & Accounting
What inspired you to get into this line of work?
I've always been interested in investing, planning, learning, and helping others. After learning about every possible job in finance, the one that stood out to me the most was wealth management because you can truly see the impact your recommendations have on a client.
What's one piece of insight you wish all families knew?
Investing strategies do not need to be complicated to achieve desired results.
What excites you most about working with Addio families?
To help the Addio families create a financial plan to achieve their legacy goals.
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