Metro Detroit | Los Angeles
The Coastal Financial Strategies Group Mission
Our mission is to provide you a high level of responsiveness and personal service, informed by a deep understanding of your needs, goals, and preferences.
To provide you with a holistic wealth planning experience, we work closely with your CPAs and legal counselors to integrate their advice, as appropriate, into the strategies and recommendations we develop.
|Josh M. Glass
Josh earned a Bachelor of Business Administration in Finance from University of Miami, Florida, where he was a member of the school's nationally ranked men's basketball team while maintaining a four-year academic scholarship. Additionally, he studied international business and finance at the prestigious International University of Monaco.
Over an extensive career, Josh has been able to leverage his passions for finance, athletics, and teamwork toward a successful wealth management practice. He has been recognized as one of California's Best-In-State Wealth Advisors for 2018, 2019, 2021, and been named one of America's Top Next-Gen Wealth Advisors for 2017, 2018, and 2019 by Forbes. The 2019 list recognized 250 millennial advisors as among the top in America. He has also been recognized as one of the few financial advisors to have earned the title of Managing Director/Investments before age 35.*
Josh's practice is designed specifically for high-net-worth investors, with a focus on the sports and entertainment industries. Specializing in this area, he understands the unique needs of these individuals, such as capital preservation, lack of predictability of earnings, purchasing power risk, liquidity, and, of course, taxes. Josh's primary objective is to help his clients improve the performance of their assets over time based on their unique risk tolerance, investment time horizon, and income requirements, while addressing their specific needs. He provides customized strategies that reflect his clients' financial assets, earnings, and investment objectives through portfolio construction that utilizes asset allocation analysis. He helps mitigate risk through proper asset class diversification by selecting complementary investment managers and applying disciplined research reflecting current economic and market conditions.
Josh's strategies are designed to help build, manage, protect, and effectively transition his clients' wealth and simultaneously play an integral role in their liability management (access to lending services through Stifel's banking affiliates). This is essential to his comprehensive wealth management practice.
Josh lives in Encino and enjoys spending time with his family and playing basketball and golf in his spare time.
* Forbes' Best-in-State Wealth Advisors, February 11, 2021. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,725 nominations. Advisors in the Best-in-State Wealth Advisors list were judged on individual contribution, but total team asserts are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. Forbes is a registered trademark of Forbes, Inc. All rights reserved.