Joshua Wentz

Josh has been a Wealth Management Associate at Concentric Wealth Management since 2022—advising private, high-net-worth individuals and families on portfolio investments and other types of financial planning.

The University of Kentucky grad (bachelor’s in history) has series 6 (investment company and variable contracts products representative), series 63 (securities agent), and series 7 (general securities rep) qualifications in both Kentucky and Ohio.

Josh is a resident of Crescent Springs, Kentucky, where he enjoys reading and traveling in his spare time.