Forest Park, IL Office
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Joseph Wealth Management, LLC
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About
Joseph Wealth Management provides discretionary portfolio management, financial planning, and financial consulting to individuals (including high‑net‑worth and non‑HNW clients), as well as charitable organizations and corporations. The firm manages approximately $17.6 million in discretionary client assets across three advisors and offers advice on equities, fixed income, mutual funds, ETFs, REITs, and options, including model‑based allocations.
The firm tailors portfolios to client objectives and risk tolerances, gathering client financial information and setting asset allocation that is periodically reviewed; clients may impose written restrictions on investments. Joseph Wealth uses a mix of analytical approaches—fundamental, technical/charting, cyclical analysis, and modern portfolio theory—and discloses the use of more active strategies such as frequent short‑term options trading for accounts over $500,000 when deemed suitable.
Noteworthy aspects include affiliations with a broker‑dealer (Joseph Eden Capital, LLC) and a law firm (BOMA LLC), and personnel who are registered representatives, insurance agents, and a licensed attorney, each of which enables the firm to recommend commission‑based securities, insurance, and legal services while creating disclosed conflicts of interest. The firm also acts as investment adviser to a mutual fund, describes aggregated trading practices and custody recommendations to an institutional Charles Schwab platform, and discloses related conflict‑mitigation policies.
Based on Joseph Wealth Management, LLC
Expertise
Based on Joseph Wealth Management, LLC
Location
7600 West Roosevelt Rd., Suite 10
Forest Park IL 60130
Advisors at this office
2
Advisors at this office
Jay P
Series 63, Series 65
Forest Park, IL
Joseph Wealth Management, LLC
Jay Plourde is a financial advisor at Joseph Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Riposte Capital and Wedbush Securities. Plourde serves on the boards of two nonprofit organizations: Joseph Business School in Forest Park, Illinois, and Kenneth Copeland Ministries in Fort Worth, Texas. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in client assets and employs a mix of analytical approaches, including fundamental, technical, and modern portfolio theory, to tailor portfolios to client objectives and risk tolerances.
Brittany B
Series 66
Forest Park, IL
Joseph Wealth Management, LLC
Brittany Boma is a financial advisor at Joseph Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and also operates BOMA LLC, a law contract review firm where she works as an attorney. Prior to joining Joseph Wealth Management, she has held roles at Joseph Eden Capital, CTA, and the City of Chicago. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in discretionary client assets and employs a mix of fundamental, technical, cyclical, and modern portfolio theory approaches, including more active strategies such as short-term options trading for suitable accounts.
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