Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of financial history. As your online or in-person fiduciary wealth manager, I’ll help guide you through personal, family, and retirement planning, investment management, and philanthropic value-based investing. Together, we’ll work to secure your financial present for a more abundant future.
Work with an experienced wealth manager, to manage your wealth in a way that is compatible with your unique lifestyle and future goals.
Partner with a hands-on investment manager that understands your goals and how to invest in the current market for a sustainable, more fulfilling future.
Allow the money you’ve worked hard for to work even harder for you by partnering with a knowledgeable financial professional.
I’m Joshua Levine, a financial planner and member of the Financial Planning Association. I spent seven years in the financial industry before founding Firefly Wealth Management with the goal of creating an investment company truly designed for you, the client. Prior to entering the wealth management field, I spent over 15 years in international taxation and compliance working with FedEx Trade Networks.
After years of working for a wealth management firm in the Bay Area I decided to create my own investment and wealth management business that worked for clients—by providing guidance tailored to what is happening in their life right now, regardless of past financial investments or history.
When entrusting your future to a wealth advisor, you deserve people dedicated to making sure that as your needs and goals evolve, the investment and planning strategies also evolve.
When you partner with Firefly Wealth Management, we’ll work together to create an investment portfolio that is tailored not only your future, but also what’s happening in your life right now. I commit to providing you—and all my clients—with the financial guidance you need now and for years to come.
I look forward to working with you, and helping you meet your financial goals.
Joshua Levine is a CERTIFIED FINANCIAL PLANNERTM.
Firefly Wealth Management is a member of the Schwab Advisor Network.
I desire my clients to not only be financially successful, but also personally fulfilled without feeling like the weight of the world is on their shoulders. Let me bear that burden—and be your financial partner that helps you better understand your finances, while helping you reach your goals.
Firefly Wealth Management oversees your investments according to your individual and/or family goals, with enough flexibility to respond to changes–market-driven or otherwise. We aim to manage your portfolio while being tax-efficient and weighing the necessary risks to achieve your specific financial objectives. We strive for the highest after-tax return when accounting for risk, based on your personal risk tolerance.
In general, Firefly Wealth Management utilizes public, low-cost, and transparent mutual funds and exchange traded funds (ETFs). We will, however, make provisions for the ownership of individual stock and/or bond holdings, or other investment vehicles, when in your best interest.
Helping you reach your financial goals and objectives with actionable to-do’s—leaving you with a clear understanding of your investments, net worth, cash flow, and concrete actions you can take to secure and expand your wealth.
Hands-on management of your investment portfolio using data-driven, strategic investment recommendations and optimization based on your unique goals, time horizon, and risk tolerance.
Actively collaborating with you to create a realistic plan for the retirement you’ve worked had for.
Advocates on your behalf* with your employer, to ask appropriate questions and engage in a more productive meeting that makes your benefits actually benefit you and your family.
*To the extent allowed and authorized by clients in writing
A fiduciary is a person or organization that is legally or ethically obligated to act on behalf of another person or group to put their interest first. Fiduciaries are often entrusted with managing money or property for something else, such as when making financial or investment decisions.
They are held to a high standard of care and must act with integrity and transparency. This includes keeping detailed records, disclosing any potential conflicts of interest, and exercising sound judgment and ethical decision-making abilities.
FINRA Brokercheck
The Financial Industry Regulatory Authority (FINRA) is a not-for-profit organization that regulates broker-dealers and their personnel in the United States. FINRA’s mission is to protect investors and ensure the integrity of the securities markets. FINRA’s responsibilities include:
We have no required minimums however we do have a minimum annual fee of $5,000 per year.
At this point, we consider digital assets to be highly volatile, and should only be part of an investment strategy in rare situations. Having said that, we have worked with digital assets in the past. Should the regulatory landscape change, we will revisit our stance.
We have worked with many clients who have concentrated stock positions. There may be tax efficient ways to diversify out of a concentrated stock position – please get in touch with us!
We help clients plan for and analyze Incentive Stock Options (ISOs), Non- Qualified Options (NSOs), Restricted Stock Units (RSUs), as well as other compensation models.
Yes – to the extent allowed and authorized by clients in writing.
Your tomorrow starts today. Contact us to learn how working with Firefly Wealth Management can help you achieve a more abundant and wealthier future.
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