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Joseph V
Series 63, Series 66
Phoenix, AZ
Transition Family Wealth
Joseph Vazquez is a financial advisor at Transition Family Wealth with 24 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wealth Management Solutions, LLC for nine years. Based in Phoenix, AZ, he joined Transition Family Wealth in 2024. Transition Family Wealth is a registered investment adviser serving individuals, high-net-worth clients, and small businesses with financial planning, portfolio management, retirement-plan advice, and pension consulting. The firm’s investment approach combines Modern Portfolio Theory and fundamental analysis, with a focus on scenario analysis and stress testing to address tail-risk and "black swan" events.
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