Josh Wolberg (CFP®, MBA, RICP®)

Josh Wolberg focuses in the
following client markets or areas of practice:

Annuities

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

You need a clear strategy to generate reliable income in retirement so you can feel confident to focus on the things that matter rather than worrying about your investments. Some people can find it difficult to transition from an accumulation mindset to enjoying what they have saved. The goal is for you to get to the point where you stop putting off things you want to do that you can afford.

Our approach is based on evidence from academic research combined with years of experience helping people transition to retirement. It’s summed up well by paraphrasing the serenity prayer: accept things you cannot control; courage to control the things you can; and wisdom to know the difference.

Additional Information

I am the President and Founder of Great River Financial. Prior to becoming an advisor in 2007, I spent 9 years combined in software development and corporate finance. I serve clients as the Lead Financial Planner and Investment Manager for Great River Financial. I also teach as an adjunct instructor at Minnesota State University in Edina, MN where I help other Financial Advisors pursue the CFP® Designation.

I am from Wall, South Dakota. My wife Amy and I moved to the Twin Cities in 1999 and live in Eden Prairie with our three children and rescue dog. I enjoy being active and love traveling, hiking, running, and am a veracious listener of non-fiction audiobooks. I dive deep into multiple complex subjects to seek wisdom about living a meaningful and happy life and share this wisdom with others to help them pursue the same.