Meet Josh

As our Private Wealth Advisor, Josh Hoag has a talent to quickly build deep and lasting relationships with high-net-worth clients and business owners to uncover complex financial problems and bring innovative solutions to the table. Planning is very important to Josh as it sets the groundwork for the right solution at the right time for the client. Proper planning allows Josh to help set his clients up for current and future success in their financial and legacy endeavors. Josh has found a niche in the downtown Phoenix and Scottsdale real estate development circle. Within these circles he focuses on risk management through insurance, key man protection, tax planning strategies, real estate transactions, just to name a few.

Josh graduated from Life Pacific College with a degree in Theology. While in college he started his financial service career as a teller in 2002. With hard work and determination, he advanced his career into the Global Wealth and Investment Management Division at Bank of America. In 2007 Josh felt called to full time ministry in the church he grew up at in the San Francisco Bay Area. He served as a pastor for 8 years and then moved to Phoenix in 2015. In 2016 he started as Private Client Banker at Chase and in 2018 became a Private Client Advisor with JPMorgan Wealth Management.

Outside of work Josh loves to spend time with his wife and three children in Litchfield Park, AZ. When not working or spending time with family he loves to golf! A lot!