As an Investment Advisor Representative giving financial advice to clients that have worked a lifetime to accumulate their nest egg; it is my goal to provide a balanced planning approach, addressing their tax plan as well as legal and financial planning*. The distinction between our wealth planning process and other planners is that we bring perspectives from multiple professionals who have an unbiased approach to financial products. That is what differentiates the group of independent professionals we have gathered here at Clarus Wealth Advisors.
A native of Arizona, Josh attended Arizona State University where he majored in English Literature and became a Sun Devil fan for life. While at ASU he met his wife, Melissa. He and Melissa have two boys, Cael and Liam. They enjoy outdoor fun, sports and traveling. Joshua enjoys coaching youth sports.
*Clarus Wealth Advisors does not offer legal or tax advice. Joshua Cooper has established relationships with tax professionals as well as estate attorneys to assist with client needs.