As the Co-CEO and Portfolio Manager of Pekin Hardy Strauss, Josh has extensive experience in pioneering and building multi-disciplinary approaches to both wealth management and investment management. As an investment advisor, Josh helps clients achieve their long-term financial goals through the integration of investment management and financial planning. He works in close collaboration with his clients’ broader team of professional advisors to create customized investment strategies that maximize wealth preservation while also taking advantage of wealth creation opportunities. Josh is particularly skilled at helping clients to navigate through transitional life events (e.g., business sal