Josh J. Weller
Financial Advisor

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I work with socially- and environmentally-conscious individuals, families, business owners, and corporations, providing a returns-focused alignment of investments and financial planning with your values, beliefs, and causes.

This focus on Sustainable Investing (ESG, Environmental-Social-Governance) is my way of making a difference and helping like-minded clients do the same through the responsible use of assets.

As a former business owner, a second specialty is business consulting on 401(k) and corporate retirement plans and other financial matters such as key person retention, key employee contingency planning, cross-purchase/buy-sell agreements, deferred compensation, and succession planning. If desired, we integrate a percentage of Sustainable/ESG choices into 401(k) plans.

SPECIALTIES:

  • Performance-Focused Sustainable Investing (ESG)
    Align your investments with your values, beliefs, and causes.
  • 401(k) Plan Management with (optional) Integration of Sustainable-ESG Funds
    Delivering responsive support and advice to program participants.

I serve clients as a fiduciary advocate in every facet of modern investment management and financial planning: Retirement Planning, Tax Strategies, Insurance Planning, Estate Planning, Business & Succession Planning, and Corporate Retirement Program Management. I find reward in helping people in a crucial area of life that can feel confusing and mystifying.

A Princeton graduate, I enjoyed a first successful career as an award-winning president and director of an advertising/design/marketing firm that I founded in Portsmouth, NH and later moved to Boston. That experience brings a wealth of maturity, insight, and perspective to my current work.

I live in West Palm Beach, FL with my partner Julie. We both have adult children from previous marriages, including my daughter, a married hospitality industry executive who lives and works in NYC. I travel back to the Northeast to visit clients and enjoy family, friends, and my favorite places on the coast from Portsmouth to Boston to Cape Cod as well as the region of my youth, the New York metro area. Our firm works with clients throughout the U.S.

In my personal time, you can find me in a hot yoga studio, in a (futile) search for a better golf swing, hiking trails from The Everglades to the ocean, serving friends and family as an amateur chef, or lounging in a well-chosen beach location. On very rare occasions, I've done all in the same day!

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“My mission is to provide advice and planning strategies that support clients on the path to achieving (and preserving) financial freedom—maximizing asset appreciation and investment income while addressing contingencies and minimizing risk. Combined with my specialization in Sustainable Investing (ESG), we help create better lives and make a difference.”

Josh Weller’s Videos

The Sustainable Investing Minute | Series

In this series, Josh Weller, financial advisor specializing in Sustainable (ESG) Investing, provides short, easy-to-digest videos on every facet of the Sustainable Investing (r)evolution. Starting with the basics, Josh and his guests will move through more complex subject matter as the series progresses.

Josh Weller Interviewed by Solar Wolf Energy Chairman & CEO Ted Strzelecki

Ted Strzelecki, president of Solar Wolf Energy and Forbes and Huffington Post contributor, chats with Sustainable Investing specialist and financial advisor Josh Weller about the (r)evolution in Sustainable (ESG) Investing. In this highlight video, Ted and Josh cover three key benefits of Sustainable Investing:  performance, global impact, and investor emotional fulfillment, plus much more. This is a great introduction to Sustainable Investing by two knowledgable, passionate practitioners in the sustainability, renewable energy fields. Thank you to Ted and his team for the invitation and great conversation.

Josh Weller’s Posts

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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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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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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.