Joseph H. Littky CFP®, CDFA™
Mr. Littky brings more than 24 years of experience in the financial services industry to his leadership role at OneGroup Wealth Partners. He provides a holistic approach and platform in helping clients achieve their unique financial goals.
Together, alongside of a client’s tax, legal and consulting specialists, he creates seamless and customized wealth management strategies catering to:
High Net Worth Families | Professional Athletes & Entertainers | Small Institutional Clients | Pension Plans | Foundations & Endowments | Government and Non-profit Investment Planning
Areas of Expertise:
Financial Planning | Estate & Trust Planning | Family & Succession Planning | Liability Management | Managed Money Consulting | Restricted Stock & Options | Asset Allocation Strategies | Alternative Investments
Member, Association of Professional Investment Consultants | Member, Investment Management Consultant Association | Member, Financial Planning Association | Registered Financial Advisor, NFL Players Association
BA, University of Arizona 1994