Josh J. Weller, AIF®
Financial Advisor

Josh Weller - Lifetime Retirement Income Planning - West Palm Beach

Josh Weller, AIF® serves clients as an Accredited Investment Fiduciary® in every facet of modern investment management and financial planning: Retirement Planning, Tax-Efficient Strategies and Investing, Insurance Planning, Estate Planning, and Corporate Retirement Program Management.

He primarily works with socially- and environmentally-conscious individuals and families, aligning investment portfolios to be a positive force in the world through Sustainable Investing. His financial planning process helps you create (and manage) a confident, comfortable, and charitable retirement with the lowest tax burden possible. Family philanthropy is an area of focus.

Josh’s focus on Sustainable Investing and ESG (Environmental-Social-Governance) is his way of contributing to positive change and helping like-minded clients do the same.

SPECIALTIES:

Performance-focused Sustainable Investing (ESG)

Tax Reduction Strategies & Retirement Planning

Family Charitable Giving & Philanthropy

401(k) Plan Management with Sustainable-ESG Fund Integration

Another related specialty is consulting corporations on the creation or retrofitting of employee retirement programs such as 401(k)s with Sustainable, ESG fund choices.

His work includes strategic advice for tax-efficient giving and generational wealth transfer to 2nd and 3rd generations, as well as prudent portfolio management of assets rolled from employer retirement accounts such as 401(k)s into personal accounts as clients enter retirement.

A Princeton University graduate who resided for most of his life in the New York and Boston areas, Josh highly values winter beach days in South Florida. During personal time, you can find him in a hot yoga studio, hiking FL trails from the Everglades to the ocean, searching for a better golf swing, and serving family and friends as an amateur chef.

“My mission is to help clients thrive on the path to a confident, well-planned, and tax-efficient retirement. I primarily work with socially- and environmentally-conscious individuals, families, and corporations who want to be a positive force in the world, aligning their investments with their values—without sacrificing performance.”

Josh Weller’s Videos

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The Sustainable Investing Minute | Video Series

In this series of brief videos, Josh offers education on all facets of aligning your investments with your values through Sustainable Investing and ESG analysis. Starting with the basics, the content evolves gradually into topical subjects and deeper dives.

Josh Weller’s Posts

Optimal Social Security Claiming

A No-No for High Earners: Overlooking the Optimal Timing for Claiming Social Security

By Josh Weller | April 18, 2022

The maximum monthly Social Security benefits for 2022, and why the timing of claiming benefits is important for everyone. As high earners approach retirement, too many overlook the importance of claiming social security benefits at the optimal time. A number of personal reasons or assumptions are to blame for the blasé attitude. The most common…

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Nuclear-Energy-Climate-Solution

Should Nuclear Energy Have a Place in Sustainable Investing?

By Josh Weller | March 21, 2022

With Nuclear Energy’s Potential Contribution to the Net Zero Climate Change Solution, Is It Time to Start Asking the ESG Question? At the time of the largest nuclear accident in U.S. history, I lived 81.4 miles northeast of Londonderry Township, PA, the site of the infamous event at Three Mile Island. Six months later, the…

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Donor-Advised-Fund-Advantages

Donor Advised Fund Advantages vs Private Foundations

By Josh Weller | March 3, 2022

Surprisingly, Donor Advised Funds and Foundations Don’t Really Have Much in Common Other Than Philanthropic Impact. The two most popular charitable vehicles for donors who possess considerable assets are the Donor Advised Fund and Private Foundation. The two have obvious differences and the contrast leads to a clear choice for most donors. A donor-advised fund…

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A Mutual Fund Insider’s View of ESG Stock Analysis

By Josh Weller | August 16, 2021

A brief conversation with financial advisor and ESG specialist Josh Weller, AIF® and Jordan Tucker of Impax Asset Management Jordan Tucker of Impax Asset Management and PAX funds joins Josh Weller AIF® for a topical discussion about how Impax and PAX World Funds evaluate equities for inclusion in ESG funds. This is a subject of…

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ESG-in-401k-Plans

How to Integrate ESG and Sustainable Fund Choices into 401(k) and Other Retirement Plans

By Josh Weller | December 16, 2020

Josh Weller on ESG in 401k Plans: Financial advisor Josh Weller, based in Palm Beach County, FL and specializing in Sustainable-ESG Investing, discusses the important subject of offering ESG fund choices in 401(k) plans. With the backdrop of climate change, social responsibility issues, the corporate sustainability movement, and the huge asset flow into ESG, if…

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Difference-Between-Traditional-and-Roth-IRA

The Power and Flexibility of the Roth IRA

By Josh Weller | September 19, 2020

Josh takes a break from Sustainable Investing to describe the primary differences between the Traditional and Roth IRA. The focus is on the benefits and flexibility of the Roth IRA—possibly the most powerful retirement planning tool for most investors. TRANSCRIPT: Hey, it’s Josh Weller here. It’s Roth IRA Awareness Month at Cary Stamp & Company,…

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Sustainable-ESG Investing

The Power of Now — A More Fulfilling Approach to Planned Giving

By Josh Weller | March 11, 2020

Highly-Rated Sustainable-ESG Assets Offer the Comfort of Having a Constant Positive Impact. The purpose of creating a Planned Giving strategy at any level of wealth is to formalize, in a tax-efficient manner, your desire to give back to the entities and causes that are close to your heart. It’s a noble process that has positive…

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Sustainable ESG Investing Performance

Debunking the Big Myth About Sustainable/ESG Investing

By Josh Weller | January 16, 2020

Today, we dispel the decades-old myth that performance must be sacrificed when investing responsibly in Sustainable/ESG assets. This myth rises again and again like Freddy Krueger in a horror movie, and, like Freddy, the myth should be laid to rest. Sustainable ESG Investing Performance Below, we share four graphs comparing the performance of broad indexes…

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Donor-Advised-Funds

Launch a Legacy of Tax-Efficient Giving with a Donor Advised Fund

By Josh Weller | November 28, 2019

Considering charitable giving on a larger scale? A Donor Advised Fund is your simplest, least expensive, and most tax-efficient option. In brief, a Donor Advised Fund serves as your own tax-advantaged, donor-controlled philanthropic fund. The fund can be established easily through a broker-dealer, your financial advisor, or if you have a specific charity in mind,…

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MEET THE TEAM:
Patrick Thompson
Chief Operating Officer

By Josh Weller | October 16, 2019

Duty, Faith, and Family “In my teenage years, as I was heading out of the house for the evening, my Dad would say ‘Patrick, don’t forget you’re representing our family. Act accordingly.’ It was an upbringing steeped in faith and responsibility, and I’m glad it was. It seems to have turned out well.” Born in…

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Answers to Frequently Asked Questions about Sustainable ESG Investing

Answers to FAQs About Sustainable/ESG Investing

By Josh Weller | August 26, 2019

Does Sustainable Investing require accepting lower returns? This is a myth. Performance tracking against benchmarks suggests that investors who are in alignment with their values and beliefs are now achieving competitive or better returns than traditional (depending on the specific investment). Keep in mind that ESG data is now available on every large cap stock…

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Financial Advisor Rob Taylor

Rob Taylor, CFP® CLU® Accepted into Leadership Palm Beach County Engage Program

By Josh Weller | July 20, 2019

Taylor one of 56 professionals selected for esteemed program *** OFFICIAL RELEASE *** (WEST PALM BEACH, FL) July 20, 2019 – Financial advisor Rob Taylor, CFP®, CLU®, of Cary Stamp & Co. has been accepted into the 2019-20 Leadership Palm Beach County (LPBC) Engage program. The Leadership Engage program is a highly competitive 10-month program which…

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What is Sustainable/ESG Investing, and How It Differs from “Socially Responsible Investing” of the Past

By Josh Weller | July 12, 2019

“Sustainable Investing aims to identify companies that offer potential for strong financial returns while also demonstrating a commitment to sustainable business practices and positive impact. Sustainability is typically evaluated through analysis of environmental, social, and governance (ESG) policies, practices, and performance.” * Excerpt, Putnam Investments, “What is sustainable investing?”  Decades ago, I lived in a…

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West Palm Beach, FL | Sustainable-ESG Investing | Financial Advisor - Josh Weller

Socially Responsible investing involves the exclusion of certain securities for nonfinancial reasons. This may result in the investor forgoing some market opportunities that may have been available to those not subject to such criteria. There is no guarantee that any investment goal will be met.