Justin Todd Gosnell

Drawing on nearly two decades of business and financial industry experience, I provide tailored financial planning advice and customized wealth management solutions to an exceptional clientele of highly accomplished entrepreneurs, executives, and other highly compensated individuals. This includes the development of customized asset allocations and a focus on structuring balance sheets designed to enhance potential cash flow to meet future objectives.

Why I Do What I Do

I love to problem solve. I enjoy learning about my clients, assessing their assets and liabilities (as well as the risk exposures), and then formulating strategies to their needs. Many of my clients create significant wealth; I thrive when I have an opportunity to advise them on the structures and strategies required to address their needs and objectives. More importantly, I help them understand the full scope of their opportunities, modeling scenarios designed to support their vision of a successful future.

I invest a great deal of time in learning about my clients and their families; I study their finances, I examine assets and liabilities and the risk exposures, enabling us to formulate strategies specific to their needs.