Josh Wisotsky joined Merrill Lynch Wealth Management in 2006. Josh and his partners are committed to delivering personalized white glove service to an exclusive group of business owners, families and individuals to help define their financial goals and develop customized strategies to achieve them. With his team, he helps simplify, organize and coordinate clients needs; financial lives, by leveraging resources and expertise both within and outside Merrill, and by providing periodic reviews and discipline to adjust to changes in markets and clients goals; lifestyle needs. In addition to helping clients with long term strategies, such as projecting and planning for retirement income, and multi generational planning, Josh focuses on helping clients with short term tax minimization strategies as well as credit and liability management needs.

Josh is proud to be a highly respected advisor at the world's leading wealth management firm, and is passionate about addressing each client’s unique set of circumstances in a meaningful and personalized way. 

He and his wife have four children, reside in Bergen County and are active participants in their community through fundraising organizations and mentoring programs. Josh is also a Balloon Handler in the annual Macy's Thanksgiving Day Parade.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.