Welcome to Josselyn Flemming Wealth Management Group


Peter and Glenn designed a wealth management group to provide client-focused fiduciary expertise. Combining their complementary experience in law and accounting, they provide investment counsel with integrity and based on the highest professional standards. 21 years later, the roster of clients and the team have grown, while the founding philosophy is unchanged.

Josselyn Flemming Wealth Management Group was founded to stand the test of time and to create lasting impact with clients. This is accomplished by deep investment and planning expertise and by always putting clients first. Fiduciary responsibility is an obligation, as stewards of clients’ savings, to ensure that clients’ interests come first. For our clients, this creates transparency and reliability.

The combined team expertise is comprehensive and robust. This professional knowledge is accompanied by the values and principles honed over decades of nurturing client relationships.

The investment style is consistent, client-focused, and dedicated to long-term creation and preservation of wealth. Over the years, they have designed a strategy for clients where return is not based on chance and unnecessary risk. Portfolio returns are replicable and based on strategy, not happenstance.

We would be pleased to speak with you about your financial objectives. Please feel free to contact us today.

Ryan Edgington

Glenn Josselyn, CPA, CA, CIM

Senior Portfolio Manager

Pattern Library Female

Peter Flemming, LL.B

Senior Investment Advisor

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A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy