Josh Wright is a Partner of Roadstead Capital Partners, LLC*. Josh has 11 years of experience working with corporate retirement plans, business owners, and those who have already retired. His number one priority is to offer unparalleled service to each of his clients. His core focus being around 401k consulting, he delivers a hands-on approach to participant education, transparent cost structure and typically a significant savings. For plan sponsors, he dramatically broaden plan participation, and helps increase employee deferrals.
Prior to joining Roadstead, Josh spent five years at Merrill Lynch where his main focus was in retirement plan structuring and private banking for owners of closely held businesses. Josh has also previously served as a branch manager with First Citizens Bank & Trust where he oversaw all financial services and products for the bank’s clientele.
He holds his series 7 and 66 securities licenses and is an Investment Advisor Representative with Royal Alliance Associates, Inc. Josh is a Certified Dave Ramsey Financial Coach and a licensed realtor. When away from the office, Josh enjoys tennis, golf, and traveling. Josh lives in Mount Pleasant with his wife, Nicole, his daughter Harper-Clare, son Beckett, and cat Pepper.