For over 25 years in financial services, Joseph Volz has always strived to lock in for those he serves. A disciplined professional with a keen sense of compassion, Joe helps clients focus on achieving their personal and professional goals by building tailored long-term plans as a Managing Partner at Pelorus Capital Management. Throughout his career, the people he serves have come to recognize Joe as a trustworthy, organized family man who always puts the best interests of his clients before all else to bring confidence to their financial lives.

While at Merrill Lynch, Joe developed a talent for locking in for executives at publicly traded companies by managing and diversifying their concentrated stock. He helped pioneer Pelorus as a boutique firm to help his clients identify potential issues with concentrated wealth, cope with the risks inherent to their corporate benefit and equity compensation plans, and, most importantly, to be free of undue corporate agendas. Joe backs his lifetime of experience up with a degree in Mathematics from the University of California Irvine and the CERTIFIED FINANCIAL PLANNERTM designation. The industry has taken notice – Joe and the Pelorus Capital Management team were recognized by Forbes as a Best-In-State Wealth Management Team in both 2023 and 2024¹.

A lifelong athlete who grew up in Southern California, Joe can often be found locking into challenging bike rides, long runs, or early-morning surfing sessions with friends in his free time. He gives to organizations that reflect his interests, like the National Parks as well as animal and children’s charities. Joe also donates his time to the Huntington Beach community by coaching soccer in AYSO and Club level. His #1 passion in life outside of his career is being a good husband to his wife Erin and a stalwart father to their twin daughters, who often join him hiking, fishing, camping, and surfing. When relaxing, he enjoys simple things like a good meal and a nice bottle of wine with family and friends!

i. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

California Insurance License Number 0C59705. Resident State California.