With 14 years of experience in wealth and investment management planning, Josh Seligson has built a reputation for delivering exceptional service to high-net-worth clients. Based in Raleigh, North Carolina, Josh is dedicated to helping clients achieve their financial goals through tailored strategies, thoughtful planning, and a keen understanding of complex financial landscapes. His disciplined and client-centered approach helps ensure that each plan is uniquely aligned to the needs of those he serves.
A graduate of the University of North Carolina at Asheville, Josh played Division I basketball, where he developed the discipline, focus, and strategic thinking that he applies in his advisory work today. He approaches wealth management with the same commitment to preparation and execution he demonstrated on the court, working with clients to create winning financial strategies and long-term success.
In addition to his professional work, Josh remains active in his community by coaching varsity basketball at his high school alma mater. This role reflects his passion for mentorship and leadership, values that are deeply ingrained in his approach to client relationships.
Josh believes that his extensive experience, combined with his focus on personalized service and disciplined execution, makes him an invaluable resource for his clients.
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