Joseph Stoy is a Financial Advisor with Base Wealth Management, where he partners with clients to design, implement, and actively manage personalized investment and wealth strategies. With a proactive, analytical approach, Joseph helps clients navigate market complexity with clarity, discipline, and confidence.
Joseph specializes in investment analysis, portfolio construction, and ongoing strategy evaluation, ensuring each client's financial plan evolves alongside their goals and changing market conditions. He places a strong emphasis on communication and education, empowering clients to understand not only what decisions are being made, but why, particularly during periods of market volatility or major life transitions.
In addition to his advisory role, Joseph is a Senior Accountant at Base Tax, where he provides tax preparation, planning, and advisory services to clients nationwide. This dual role gives him a deep understanding of tax law and real-world tax implementation, allowing him to view investment decisions through a truly integrated, tax-aware lens. By aligning investment strategy with proactive tax planning, Joseph helps clients optimize after-tax outcomes and avoid unnecessary complexity.
Joseph earned his Bachelor's Degree from Stetson University in 2023 and is actively pursuing his CPA license and Certified Financial Planner™ designation. He is passionate about helping clients build, preserve, and grow wealth through disciplined investing, strategic tax-aware planning, and consistent, transparent communication.
Schedule Time with Joseph.
A 15-minute call is all it takes to get real clarity. No obligation, no sales pitch, just an honest conversation with a fiduciary who's legally required to put you first.