Josh is the CEO and founding partner of Aletheian Wealth Advisors. Josh focuses on guiding successful families, with financial complexity, to create lasting legacies. Aletheian means "Truth and Transparency" and Josh is passionate about delivering the best results and experience to clients. He takes great joy in helping families achieve their personal values, mission, and vision; maximizing what is available to them, their heirs, and charity at the expense of taxation. He has spent his career as a leader and innovator in intelligent investing, having personally managed over $11 billion of client assets in tax smart vehicles. Bringing this level