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About Us

Joseph Wealth Management, LLC is a registered investment adviser primarily based in Forest Park, IL.

We offer advice on equity securities, corporate debt securities (other than commercial paper), certificates of deposit, municipal securities, mutual fund shares, United States government securities, options contracts on securities, money market funds, REITs and ETFs. Refer to the Methods of Analysis, Investment Strategies, and Risk of Loss below for additional disclosures on this topic.

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Education Center

Our strategies and investments may have unique and significant tax implications. However, unless we specifically agree otherwise, and in writing, tax efficiency is not our primary consideration in the management of your assets. Regardless of your account size or any other factors, we strongly recommend that you consult with a tax professional regarding the investing of your assets.

When evaluating risk, financial loss may be viewed differently by each client and may depend on many different risks, each of which may affect the probability and magnitude of any potential losses. The following risks may not be all-inclusive but should be considered carefully by a prospective client before retaining our services.

We primarily recommend STOCKS and BONDS. However, we may advise on other types of investments as appropriate for you since each client has different needs and different tolerance for risk. Each type of security has its own unique set of risks associated with it, and it would not be possibleto list here all of the specific risks of every type of investment.

Options are complex securities that involve risks and are not suitable for everyone. Option trading can be speculative in nature and carry substantial risk of loss. It is generally recommended that you only invest in options with risk capital. An option is a contract that gives the buyer the right, but not the obligation, to buy or sell an underlying asset at a specific price on or before a certain date.

Meet our Team

Catrice Wells Chief Investment Officer
Brittany Boma Chief Compliance Officer
Geil Thompson Portfolio Administrator

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