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Wednesday, Apr 24, 2024

Leaders of Influence – Wealth Managers: AMIT JOSEF

Amit Josef

Manager of Planning & Wealth Organization

Avitas Wealth Management

Assets Under Management: $900 Million

Amit Josef is the manager of planning and wealth organization at Avitas, which align with his passion and strength in building long lasting and trusting relationships. Josef strives to be involved in every aspect of a clients’ financial life, providing the best advice for each specific situation. He gets the most satisfaction from helping families work through complex situations, including both financial success and occasionally uncomfortable conversations, that lead to actionable real results. Having worked with over 1,000 different families from across the United States, Josef is uniquely positioned to assist to provide sound advice whatever the circumstances may be. Josef has a commitment to service and is an active member of the No Kill Animal Shelter and Friends of the Israeli Defense Force.

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