About
Joe
Joe Pleso is the Founder and Investment Advisory Representative of Pleso Capital Group, a fee-only RIA specializing in wealth management for high-net-worth individuals and Gen X clients. With a PhD in Biomedical Engineering and a Master’s in Mathematics, Joe brings a unique analytical perspective to financial planning.
Joe’s passion for financial advising stems from his desire to simplify financial complexities for his clients, helping them achieve their goals with confidence.
Outside of work, Joe enjoys playing chess and traveling.
About
Pleso Capital Group
Pleso Capital Group, Founded in 2015, provides forward-thinking financial advice tailored to clients' evolving needs. The firm’s proprietary tools, such as the "Elements Dashboard," offer innovative ways to track and manage financial health.
Pleso Capital Group focuses on delivering holistic and transparent financial planning to high-net-worth individuals, emphasizing technology-driven solutions
Location
Laramie, WY
Expertise
Tax-Efficient Planning, Financial Technology Integration, Retirement Planning
Interests
Chess, Traveling, Technology
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