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Josephus T
CFP®, CFA®, Series 66
Las Vegas, NV
Monocot Wealth Management, LLC
Josephus Teurlings is a CFP® and CFA® with 24 years of industry experience. He is the managing partner of Monocot Wealth Management, LLC in Las Vegas, which he has led since 2016. He also serves in advisory roles at Purshe Kaplan Sterling Investments, Inc. Outside of investment management, he is licensed to place fixed life, long-term care, and disability insurance for clients. Monocot Wealth Management provides investment advisory, financial planning, and retirement-plan consulting services to individual investors as well as institutional plan sponsors, including pension and profit-sharing plans. The firm employs active portfolio management across several strategies and incorporates both fundamental and technical analysis, offering customized solutions that may include structured products and private offerings.
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