Industries: Wealth Management, Family Office Division, Technology, Startups, Real Estate and Social Media Marketing
Joseph, better known around the office as Joe, is an experienced professional who has found his niche delivering clients exceptional tax, accounting, and consulting services through a highly personalized plan executed by Smolin Wealth Advisors and Premier Lifestyle Services. With a passion for driving new business, Joe has ignited his career grooming new relationships among many business professionals in the financial industry.
What I Do Here
As a Director of the Firm, I have more than 5 years of experience, assisting closely held businesses and high net worth individuals with preparing and analyzing financial statements, tax compliance and consulting, and wealth management. I provide these services to a range of industries which include real estate, entertainers, healthcare, and tech start-ups. In addition, I work closely with Smolin Wealth Advisors and Premier Lifestyle Services, which allow me to provide a greater array of financial services to help my clients accomplish their most important financial goals.
Who I Am
On paper I’m a CPA. I am a graduate of Montclair State University. I am an active member of the New Jersey Society of Certified Public Accountants, of which I volunteer my time as a Director of NJCPA Essex Chapter. Someone once told me to work smart not hard. With that in mind, I strive to provide my clients with the tailored, results-driven tax, estate and wealth planning strategies that save them time, energy, and financial resources.
What I’m Into
With my free time I enjoy exercising, playing sports, spending time with the family, and traveling! While traveling I try to emerge myself into the different cultures. Every unique element of my unfamiliar surroundings fascinates me, all five senses come alive. On each excursion I meet new people and I see a bite size portion of their lives. It all resonates back to business. The mental tools I use outside the office valuably coincide when it comes to working with my clients to accomplish their goals. I want the very best for my clients, so I resourcefully use my knowledge to the best of its ability to satisfy their needs. I’m not just your average CPA, I care way more than that.