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


Waite Financial Group

Professional

I began my career as a college intern in 2002 while attending Bradley University. My journey to being both a Wealth Management Advisor and Managing Director of the Peoria office has given me a passion for helping others become the best version of themselves both professionally and personally.  For my clients, this means I take the time to discover their values and then make financial plans that align with those values. For new reps and recruits in our office, it means I get the privilege of coaching and watching others grow and improve daily.

Josh has earned the following industry designations and holds securities licenses.

CFP® Certified Financial Planner

CLU® Chartered Life Underwriter

ChFC® Chartered Financial Consultant

CAP ® Chartered Adviosory in Philanthropy

 


If you are interested in exploring how to become the best version of yourself by aligning your actions and values contact my team at 309-306-7525. 

 


 

While I have clients in a variety of careers, I have unique expertise and experience with two markets in the Peoria area: managers at Caterpillar Inc. and physicians.

Caterpillar Inc.

In-depth knowledge of Caterpillar compensation and benefit programs, including non-qualified deferred compensation plans, pensions, EIP-1, 401(k) and Roth 401(k), equity compensation/ target ownership.

Comprehensive approach to financial planning with regular retirement planning model updates to test and help validate assumptions.

While we are based in Caterpillar’s backyard in downtown Peoria, IL, we have the technology and flexibility that allow us to add value to our Cat clients who live here and across the globe. 

 

Medical/Dental Professions

Student loan refinancing and debt repayment.

Comprehensive financial planning with regular stress tests to keep you on track for retirement and keep your investments in line with both your values and risk appetite across your career, all while attempting to minimize tax exposure.

Disability insurance to protect one of your most valuable assets: your income. Northwestern Mutual disability insurance offers patented coverage that protects your unique set of skills and knowledge. To learn more visit: Disability Income Insurance Knowledge Center.
 


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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck