Focus: Insurance Strategies, Business Owners, Investment Strategies
Joe Tortis has over 15 years’ experience in Life Insurance, Wealth Planning, and Financial Planning. He started his financial services career with MetLife in 2003 and was recognized as an MDRT qualifier and a President’s Conference qualifier for four consecutive years. In 2014, Joe established Wealth & Income Solutions and has qualified for multiple achievements. Joe earned his Certified Family Business Specialist designation, providing him with the knowledge and insight into the inner workings and challenging dynamics of family-owned businesses.
“My goal is to help clients make sound, educated decisions, especially with regard to insurance and investments. My approach is to help clients identify their goals and develop solutions which meet their objectives efficiently. Our firm strives to develop long term relationships and focuses on becoming a lifetime resource for each client.”
He has built a successful practice that focuses on helping people achieve their financial goals. Joe has made a commitment to helping his clients and developing trusted relationships. In addition to working closely with his clients, Joe frequently offers workshops on retirement planning at Haverford Township Department of Parks & Recreation, Temple University’s Ambler Campus, Rowan College—Mt. Laurel, and Stockton University.
Joe was born and raised in the South Jersey area and he resides in Marlton, New Jersey. Joe received his Bachelor’s of Science in Finance from Rutgers University, the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) from Fairleigh Dickinson and his
Certified Family Business Specialist (CFBS) designation from The American College.
Check the background of this investment professional on FINRA’s BrokerCheck
740 Route 130 North
Cinnaminson, NJ 08077