Joshua is on a mission to bring massive change and innovation into the outdated financial industry. He's studied investing & the psychology of building wealth for over a decade and has had an entrepreneurial spirit since the age of 10. Coming from a family that struggled financially, Joshua learned first-hand that money is a tool to live the life you want & serve others. After working for two Fortune 500 companies and helping hundreds of families build wealth, Joshua decided the time had come to make a bigger impact. From that passion, Boundless Wealth was born.

You can rest easy knowing that your investments are held at a regulated brokerage, while getting personalized advice from your independent advisor. Altruist is an all-in-one digital brokerage platform that helps us provide you with a great experience. With Altruist, more of our time can be focused on serving you. Whether it's managing your portfolio, performance reporting, or client onboarding, Altruist enables us to streamline our operations, freeing up more time to work with you.