Helping you cultivate opportunities and make your dreams a reality


At Joss Wealth Advisory Group, we are intentional about understanding what matters to our clients. Using an all-encompassing, multi-phase approach, we combine this knowledge with our insight and technical expertise to create and execute wealth management strategies designed to help clients achieve their goals. Knowing that each decision our clients face — from portfolio management to business ownership to retirement — can be challenging, we partner with you to ensure you are confident each step of the way.

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Our team

We pride ourselves on attentive client service, backed by industry experience and credentials.

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Our partners

Our RBC network includes accomplished specialists in various facets of wealth management.

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Read the latest industry and market updates from experts and thought leaders at RBC. 

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Ready to get started?


The first step is a conversation

Contact us today