Client Testimonials
I have worked with Josh over 20 years.
He is a very conscientious, knowledgeable,
hard working, and dedicated advisor. He is very easy to communicate with, and always has my best interest at heart. He has done a great job with my portfolio over the years, and enabled me to retire without financial worries.
-J.T
Dallas, TX
Working with Joshua has been a one of my best financial decisions.
Joshua’s investment recommendations have significantly contributed to my portfolio’s growth and performance over the years. Joshua’s guidance during market downturns has been instrumental – anyone can be a good captain in calm seas. His market insights and updates help me make informed decisions with confidence.
The level of client service Joshua provides is exceptional. He’s genuinely available and responsive when I have questions or ideas and his follow-up and reviews keep me well-informed about my investments.
What I really appreciate about Joshua is a that he is great guy to start with. I’ve known him for several years before bringing him on board as my advisor. I’m really glad I made that decision. I wish I would have done it sooner.
-Hassan B.
Scottsdale, Arizona
Josh brings me creative solutions every year that help me achieve the financial results I’m after.
He is the definition of all access, providing frequent touch points to discuss how to maximize the value of my portfolio.
-Cale and Michelle B.
Rockhill, SC
Working with Josh has been one of the best financial decisions I’ve made.
His investment guidance has consistently aligned with my goals, and I’ve seen real, steady growth in my portfolio. He’s incredibly responsive, thoughtful, and always takes the time to explain things clearly. I truly feel like a valued client, not just an account.
– Katherine P.
Scottsdale, AZ
We have partnered with Josh and relied on his expertise and knowledgeable guidance for roughly 3 1/2 years.
He has always taken the time to get to know us personally and build a relationship of trust, investing in who we are in addition to what our goals and dreams are.
Our lives and schedules are extreme between work and family dynamics. Josh understands this and navigates his own schedule to accommodate ours, usually going out of his way and late into his business day. It is the sense of relationship, community, making time to talk and listen, caring about us as people – not just numbers – that is the separator.
During our portfolio reviews Josh isn’t simply just pushing an agenda. He is crafting a strategy that encourages our input and feedback and aligns with our values. Any time we have questions or challenge a direction, Josh provides honest and straightforward analysis, enabling earnest dialogue in a shared journey that is mutually beneficial.
Thank you Josh for all you do and for who you are!
-John & Melissa P
Peoria, AZ
I have been a client of Josh’s for several years already.
Working with him was the best decision I did for my portfolio! We have had a very successful financial relationship, more than I could have dreamed. Josh listens to my concerns, knows my comfort level and is prompt in getting back to me when I have questions.
-Freya W.
Phoenix, Arizona
Working with Josh has been a game changer for my financial future.
Unlike my previous advisor at a large broker-dealer, he has introduced me to a wide range of alternative investments—including structured notes, private equity, and private credit—that were never made available to me before. These opportunities have brought a new level of diversification and decreased risk to my portfolio.
What gives me the greatest peace of mind is knowing that he operates as a true Fiduciary. I never have to question whether his recommendations are aligned with my best interests—they always are. And the level of service I receive from his boutique firm is nothing short of exceptional. It’s truly personalized care that makes me feel like a valued client, not just another account.I couldn’t be more pleased with the expertise, integrity, and attention to detail I’ve experienced since becoming a client.
-Matt B.
Middleton, WI
As a successful home builder and commercial real estate investor, I’ve always focused my efforts on what I know best—real assets.
But when it came to the stock market and broader investment diversification, I knew I needed a true expert. Josh Bliss has been exactly that.
His investment recommendations have not only helped me build a more balanced and diversified portfolio, but they’ve also delivered strong performance with a risk-aware approach that aligns with my goals. Josh also brought clarity and direction to my estate planning, helping me structure things efficiently for the long-term benefit of my family.
What really sets Josh apart is his white-glove level of service. He’s consistently thoughtful, proactive, and takes the time to explain strategies in a way that makes sense. Any time I have a question—big or small—he’s immediately available and responsive.
Working with Josh has given me peace of mind and confidence that my financial future is in trusted hands.
-Thomas C
Phoenix, AZ
Josh has been great to work with.
He has added to our portfolio and is always available when we have questions or concerns.
-Annette and Ricky C.
Gilbert, AZ
As a Senior Executive navigating the dynamic landscape of the technology sector, my time is a premium, and my focus is perpetually on innovation, optimization, and quantifiable results.
For years, managing my personal investment portfolio felt like another complex system to design and maintain, often relegated to an annual, somewhat cursory review. That changed dramatically with Josh Bliss.
Josh’s strategic insights and disciplined approach have been nothing short of transformative for my portfolio’s performance. Prior to his involvement, my personal management yielded results that, in retrospect, were sub-optimal. With Josh’s tailored investment recommendations, I’ve seen a major, demonstrable increase in my portfolio’s overall trajectory. What was once an annual, often reactive glance, has evolved into a proactive, quarterly engagement where I’m deeply informed and comfortable with the direction.
Crucially, Josh has engineered my accounts to weather market downturns with significantly less erosion than my prior self-managed phases. Conversely, he possesses an uncanny ability to capitalize on positive market shifts with a speed and precision I simply could not have achieved on my own. It’s like upgrading from a manual data entry system to an AI-driven predictive analytics platform – the efficiency and efficacy are in a different league.
Beyond the numbers, Josh excels in client engagement. He understands that, while I appreciate the “what,” the “why” is equally critical. He consistently takes the time to articulate his proposed portfolio adjustments, dissecting the rationale in a manner that is both comprehensive and remarkably accessible. He demystifies complex financial jargon, ensuring I not only understand but also feel genuinely comfortable with every strategic move. This high-touch, empathetic approach is a stark contrast to more transactional relationships I’ve experienced.
In an era where responsiveness is paramount, Josh is consistently prompt – whether it’s a quick email, a text clarification, or a scheduled call. He’s taken something I once dreaded as a cumbersome obligation and transformed it into an empowering, even enjoyable, aspect of my financial planning. I now have immense confidence and comfort knowing my investments are meticulously managed by Josh Bliss. He’s an invaluable partner in achieving my financial objectives.
– Brandon E.
Surprise, AZ
The testimonials above were provided by current clients of Gateway Capital Management. No compensation was paid for any testimonial. The client’s experiences may not be indicative of all client experiences.