Joshua T Waite, CFP®, CLU®, ChFC®, CAP®
Wealth Management Advisor


Waite Financial Group

Testimonials

Josh and his team have helped me understand and maximize my benefit programs. I feel so much better working with them as they help make the complex -simple.”

 

-Kathleen Horchler, Directory of Emissions Regulations & Conformance, Caterpillar Inc.

 

 

My wife Kathleen and I went to see Josh and his team because he was recommended by a friend. I was immediately impressed with their knowledge of the Caterpillar benefits program. In my first visit I learned things about the Caterpillar benefits plan that I never really understood over my career, and specifically what I needed to do during the November enrollment period. With any financial advisor, trust is the number one concern. Josh and his team have earned our trust. They took the time to listen to our concerns, understand our goals and help us develop a plan. They were never pushy but rather made sure we understand the trade-offs on every decision. My own personal desire was to ensure I had a financial advisor that Kathleen felt comfortable with, trusted and one that she could count on for the long-term. Josh and his team genuinely care about their clients.”

-Cliff Miller, Engineering Manager 2, Caterpillar Inc.

 

 

"Josh Waite's advice has been invalueable in helping me navigate my financial future as a physician." 

-Dr.Trina Croland, MD, FAAP

“Over the years, Josh Waite has done a fine job for me and my family.  His is a good man, and I am always comforted to know that he has our best interests at heart.  As a result, I trust his opnion and his advice."

-Dr. Adalberto Torres, Jr., MD


“Josh provides constant evaluation of the changes in life risks and any areas that are uncovered. 

Josh is focused on my success in life and then on my financials. Josh is flexible to support plans that include both solid analytics and divine guidance. 

Josh continues to demonstrate the highest level of integrity in creating plans that are better for my family even when there is less revenue for his business. 

Josh demonstrates a balance of strong financial and risk planning capability as well as a desire to see good things happen in people's lives and our community.”

-Mark Ward, Caterpillar Inc., Director of Corporate Supply Chain


Josh has always impressed me as a man of integrity.  He is a family man with strong values and I feel comfortable that he is offering me honest and sound advice.  I do believe he has my best interests in mind.  He always follows through and is available when I need him.  He has helped me put my plans in order and put me on the right track to meet my financial goals.  

-Dr. Steven Tsoraides, surgeon


Josh is a very patient and attentive listener.  We had multiple discussions and exchanges of information before I became one of his clients.  I appreciate his ability to effectively listen to my needs and concerns, and then propose possible solutions my challenges.  He has remained consistent in his demeanor and approach and offers appropriate information and reminders, but is not heavy-handed or pushy in his approach.  I value the perspective and ideas that Josh and his team provide, even if we don’t always agree 100%.  I believe his team has added value to me, and they have certainly added peace-of-mind for me as I planned for retirement from the corporate world.  Overall, I am pleased and satisfied with the advice and coaching I receive from Josh and consider him a trusted advisor for me as I approach the next phase of my life.

-Reid Waitt, Caterpillar Inc. retiree


“My husband and I have been working with Joshua Waite for over 15 years!  His sound advice, common sense approach and easy-going, low pressure style helped us feel very comfortable sharing our personal aspirations, goals and financial situation with him.  He gently challenged us to think beyond the obvious, encouraged us to anticipate things we otherwise might have ignored and, over the years, his advice has added value to our financial planning efforts.  He can be counted on to follow up with us on future planning things we had discussed.  He has become a confidant, and I have recommended him to many other family members and friends.”

-Kathy and Garry Mock, Caterpillar Inc. retiree

 

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

 

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