Josh Perry

How do I help clients Live a Richer Life®?
My goal is to be able to provide our clients with a approach to wealth management that alleviates the stress and anxiety that often comes with finances. By building genuine relationships with clients and fully understanding their personal and financial goals, I am able to help them live a richer life.

How do I align my time and money with my values and passions to Live a Richer Life®?
Outside of the office I value spending my time trying out new activates in the DFW area, traveling, and creating shared memories with my family and friends. By investing my time and money in experiences with those I love, it truly helps me live a richer life.