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Stephen P. Tosha

Wide Range of Clients with Stephen Tosha

Stephen P. Tosha

Stephen Tosha specializes in custom financial portfolio management. He has spent years developing strategies for his clients that allow them to achieve the financial success that they have set out to accomplish. Because of the wide variety of skills that he has developed, he is able to help a diverse group of clients. Stephen Tosha has always had a passion for helping people and this has led him to be able to create a trust between himself and his clients.

Over the years, he has been able to work with a wide variety of clients. He has worked with individuals that are looking to reach their financial goals and expand their portfolios. Stephen Tosha has also worked with families that may be looking to do future planning such as educational funds or creating wealth that can be carried through to their next generation. He has also worked with foundations and nonprofits which has allowed him to give back through his work as well as help the companies that give back to have better financial success and therefore help more people and causes. He has helped same-sex couples that want to achieve their financial wealth goals. And he has helped businesses to get organized and develop their financial prowess. No matter the client, Stephen Tosha is prepared to help them reach their investment goals using the many different resources he has and skills he has developed.

His Career Has Shaped Stephen Tosha’s Work as a Financial Advisor

Stephen P. Tosha

Stephen Tosha is enjoying his current career path, as a certified and fully qualified portfolio manager capable of building wealth for nearly anyone. Among his most appreciative clients includes individuals and families, foundations, non-profits, same-sex couples and businesses who express an interest in goal-based wealth management. Besides providing traditional advice and guidance, Stephen Tosha can help clients pursue their objectives by employing his own personalized strategies, always based n the client’s needs or goals, or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, or even a number of third-party investment strategies.

When servicing clients through the Firm’s Investment Advisory Program, Stephen Tosha may manage his strategies on a discretionary basis, but his decisions are always made with the individual needs or goals of the client foremost in his mind. Current clients certainly gain benefit from Stephen Tosha’s early business career. That business experience certainly brought a deep understanding of how corporate stock is valued in the market. The first thing to consider is his 29 years with Verizon, where he worked hard and was promoted to positions of increasing responsibility in many areas of the business, including sales, finance, treasury, operations and, finally, business development. When he retired from the country at age 46, he was Verizon’s senior manager of business development.

Stephen Tosha guides his clients through the wealth management process, based on a mutual understanding of what it will take to achieve their goals. That is true, whether theirgoals are retirement income, education funding, creating a financial legacy or any other goal unique to that individual, family, non-profit, foundation, or business. Stephen Tosha uses personalized investment strategies and designs custom investment portfolios to address the unique priorities of each one.