Everything we do here at Obsidian Wealth Management is guided by our five core values. 1. Put client's first, 2. Always do the right thing, 3. Commit to diversity and Protection of client, 4. Lead With Innovative Ideas, 5. Educate and give back
Joshwa has over 20 years in business, real estate and finance ranging from mortgage brokering, mortgage banking, real estate investing, venture capital, Small Business Financing, to Cryptocurrency and Decentralized Finance. Being a former Virtual CFO for many small to medium sized businesses he has learned where various areas that can be improved upon by having a structured tax and retirement plan that is exercised, implemented and reviewed annually along with implementing proper asset protection planning. He now has added to that by providing options for those to utilize to grow and compound their retirements. He has lots of recommendations on linkedin and people love working with him. He is in inspiration to many and is on a mission to making a big difference in bridging the wealth gap and the wealth mindset.
With over 20 years of finance experience working with Wells Fargo and some of the largest medical insurance and life insurance providers. Beverly helps with Retirement Planning for tax free income. Helping Business Owners, Teachers, Federal Employees plan for retirement sharing strategies and options that meet their goals and needs. Beverly is a master listener, making sure every option is explored and maximizing those options to the best benefit for her clients. She is a highly valued member of this firm. We love her dearly and so does her clients.
When you partner with Obsidian Wealth Management for your wealth planning needs, you get a purpose driven company looking to give you the sharpest edge in your wealth planning. Claim your complimentary Tax & Retirement plan by scheduling a strategy session call.