Wissahickon Wealth Management (WWM) is an independent, full service financial advisory firm based in Philadelphia, Pennsylvania.

We provide comprehensive financial planning and investment management to families, individuals and corporate clients. We are also highly skilled at working with individuals with complex stock options and other forms of employer equity compensation.

Our wealth management process starts with establishing clear objectives, then moves to implementation of our plan, and lastly, tracking the progress of our clients objectives on a continuous basis.

Joe is a Certified Financial Planner (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. Joe also attained an MBA in Investment Management from Drexel University. Since 2009, Joe has worked directly with clients in wealth management with two of the largest Wall Street investment firms. He has extensive experience in stock, bond and ETF selection and uses this to help clients achieve their financial objectives.

Joe's approach to wealth management is consultative, objective and committed to excellence. He takes time to listen to and review his clients financial situation, preferences, and goals. He then offers customized recommendations designed to accurately reflect each client's objectives and risk tolerance, while maximizing their performance and tax efficiencies. He monitors their investments while discussing different life events including retirement, estate planning services, succession planning, and gifting strategies such as charitable trusts and special needs trusts.

Joe, his wife Julie, and daughter Violet live in the Logan Square section of Philadelphia. In his free time, he enjoys fishing, running, hiking and other outdoor activities.

Tony T. Tran

Tony is a Financial Advisor and has worked in the financial services industry since 2009. Drawing on over 10 years experience in wealth management having worked at Prudential Financial, Merrill Lynch and Morgan Stanley, Tony provide highly customized investment strategies, retirement plans, lending solutions, insurance and estate planning strategies to his clients. He is registered and holds Series 7 & 66 securities licenses as well as licenses for Life, Accident, Health Insurance and Variable Annuities.

Tony’s mission is to understand your financial needs and then align the resources to help you meet or exceed them. He can help you evaluate near-term concerns and plans for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Tony and his family currently reside in the East Falls neighborhood of Philadelphia. In his spare time, he enjoys traveling, cooking, lifting, running, playing volleyball, fishing, hiking and other outdoor activities.