investing

The Gottlieb Story: Meet Josh Gottlieb

The lessons I’ve learned and my life experiences have stuck with me and are an incredible underpinning of who I am, what I do and what I expect in my organization. From collaborating with my staff to working with clients, my background adds so much depth and value to everything that I'm doing.

Thinking Outside the Nine Dots: WATER℠

With more than 60 years of experience in asset management and wealth retention, this is the most exciting program that I can imagine that we could ever find. WATER℠ — the Wealth Accumulation Trust Enhancing Returns℠ — is a breakthrough for us and for clients.