Joseph Volz

Joseph Volz is a Managing Partner and CERTIFIED FINANCIAL PLANNER™ at Pelorus Capital Management, LLC, based in California. With more than 29 years of experience in financial services, he helps clients achieve their personal and professional goals by building tailored long-term investment strategies and risk management plans. He is recognized for his disciplined approach and dedication to client interests, consistently focusing on the unique needs of executives, entrepreneurs, and families.

Volz's expertise centers on managing and diversifying concentrated stock positions, particularly for executives at publicly traded companies, and guiding clients through the complexities of equity compensation and corporate benefit plans. He specializes in wealth management and portfolio construction for those with significant exposure to single-stock risk, as well as high-net-worth individuals requiring holistic financial planning.

Joseph began his career at Merrill Lynch, where he developed specialized solutions for corporate executives, and later co-founded Pelorus as a boutique wealth management firm. He holds a degree in Mathematics from the University of California, Irvine, and has helped lead Pelorus Capital Management to be recognized by Forbes as a Best-in-State Wealth Management Team in both 2023 and 2024, highlighting his impact and leadership in the financial advisory sector.