Jos leads Grove Wealth Solutions. with a clear vision: tax efficiency first. As a Certified Financial Planner (CFP®), Certified Wealth Strategist (CWS®), and MBA, he brings a rare blend of wealth management and advanced tax strategy to every client relationship. With over 20 years of experience advising high-net-worth families and entrepreneurs, Jos specializes in maximizing tax savings layered with advanced planning techniques.
Beyond the numbers, Jos is driven by a passion for creating clarity in complexity and ensuring clients feel confident in their financial decisions. Drawing on his own journey from Jamaica to the U.S., Jos brings a unique perspective on resilience and legacy-building — values that shape his approach to helping clients protect and grow their wealth across generations.