Joshua Smith
Financial Advisor Managing Partner, Mt. Garfield Wealth Management GroupJosh has worked in the investment and financial services industry since 2009 and in financial planning and investment management since 2014. He provides comprehensive wealth management strategies to individuals, families and business owners. He uses a consultative process to establish a sound understanding of his clients’ financial situation, risk tolerance and goals. He then develops a customized recommendation that may go well beyond an investment portfolio. Josh retains his Series 7, 63 and 65 securities registrations and is licensed for annuities and life insurance.
Josh studied economics at the University of Utah, receiving a Bachelor of Science in that field and a minor in Japanese. Josh earned his MBA from the International University of Japan with an emphasis in international management. Josh worked as a teacher in Japan’s public school system prior to joining the financial services profession.
Josh and his wife have three children. They enjoy traveling, mountain climbing, hiking and all the wonderful outdoor activities living in Western Colorado can offer them. He is a member of the Civil Air Patrol. He also serves as a board member on the St. Mary’s Hospital Foundation.
