Josh Bergman, JD, CFA®
Hi! I’m Josh Bergman, JD, CFA®, a financial advisor specializing in portfolio management, tax and succession planning, behavioral economics, managing concentrated positions, and sourcing alternative investments. Earlier in my career, I was a Trusts and Estates attorney, which is when I realized I am passionate about helping families navigate some of life’s most personal and complex decisions. As my career progressed, I was able to expand my expertise to financial planning and asset management, where I was part of a team that oversaw $4.5 billion of assets under management before launching my firm, JNB Wealth. Today, my goal is to work with both ultra-high-net-worth (“UHNW”) families as well as “everyday investors” who could use some help retiring a few years earlier, buying a little more house, or sending their child to a better school.
Westchester, NY
“I want my clients to feel safer - to feel that they can comfortably offload their financial and life stressors to me. This is a responsibility I happily embrace.”
How can I help?
Tax Optimization
Estate & Trust Planning
Alternatives Investing
We actively research alternative investment opportunities and monitor your portfolio holdings, bringing together actionable insights and forward-thinking risk assessments.
Investment Management
End-to-end investment management focused on tailoring portfolios to your specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to calibrate your portfolio's risk and return.
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Josh.
Get to know Josh
Josh Bergman, JD, CFA®, is a Wealth Advisor based in Westchester, NY.
Before becoming a Wealth Advisor, Josh began his career as an attorney in the Corporate department of the law firm Simpson, Thacher & Bartlett LLP. He then transitioned into advising domestic and international UHNW individuals and families on income, gift and estate tax planning, business succession planning, and charitable giving as a Trusts & Estates attorney.
Prior to joining Savvy, Josh served as Vice President in the Wealth Management group of Allen & Company Investment Advisors, where his team of advisors managed approximately $4.5 billion of assets under management on behalf of UHNW individuals and institutional investors.
His overall career experiences make him remarkably unique. As a JD, CFA®, and someone with experience managing several billion dollars on behalf of individuals and institutions, he provides clients with broad-ranging advice that typically would require bringing in specialists from multiple disciplines.
Book a 30-min introductory call with Josh.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Josh Bergman is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Josh Bergman are offered through Savvy. JNB Wealth is an independent marketing brand name used by Josh Bergman for advertising and marketing purposes only. JNB Wealth and Savvy are not related or affiliated.
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