Justin knew what he wanted to be when he was a 12-year-old after besting students across New England in a stock market competition. That experience, as well as the extraordinary circumstances of his upbringing, guides his singular approach as a financial advisor.
Making Decisions
Before building a portfolio, Justin likes to ask his clients one question: “What makes your heart sing?”
It is only by knowing your passions that he can help you realize the life you want to live. That’s because some people want to put their investable assets towards life experiences while others want to minimize spending to leave the largest nest egg possible behind for their family. And your heart sings a different tune than that of everyone else.
A Passion for the Process
Justin prefers to think not just one step ahead, but 10. Not five years from now, but decades. This bigger-picture view can make a powerful difference in potential returns, as decisions made now could have long-lasting benefits.
Once he has a better understanding of what matters most to you, he creates and implements investment strategies that offer the highest probability of generating the results you desire.
These strategies are constantly-refined, customized and developed over many years. They involve in-depth reviews of financial filings and use Justin’s screening methods to find investment opportunities that meet his high standards while aligning with your risk tolerance. The core values vital to this process include discipline, courage and mastery with a goal of results.
Industry Recognition
Justin has received recognition from Forbes, most notably as a Best-in-State Wealth Advisor in 2021, a Next Gen Best-In-State Wealth Advisor in 2019, and was included as an America’s Next Gen Advisor in 2018.*
Away from the Office
Justin’s proudest accomplishment is being recognized as the YMCA Coach of the Year for the 2017 basketball season. Justin looks forward to quality time with his family, hiking, coaching, and he participates in competitive cycling.
Let’s Meet
Justin invites you to meet with him to discuss your finances to provide advice and investment strategies with the
intent of helping you realize the life you want to live.
* The Forbes Best-in-State Wealth Advisors’ ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Forbes America’s Top 500 Next Generation Wealth Advisors. The ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisor or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Forbes America’s Next Generation Wealth Advisors.
The ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisor or their firms in exchange for placement on a ranking. Investment performance is not a criterion.