Joseph Bach

Financial Advisor

About Joseph

As a lifelong resident of Western Massachusetts, I grew up in South Hadley
until purchasing my first home in Ludlow in 2018. I currently reside there with my
wife, Jenna. My passion for sports stems all the way back to my early childhood. I
spent nearly all my adolescent days engulfed in playing sports outdoors with my
older brother and friends, to reading the statistics on the backs of player cards.

After graduating South Hadley High School in 2010, I attended Holyoke
Community College for a year in hopes to obtain a clearer career vision for my
future. I transitioned to Westfield State University in 2011, where I would later
graduate with the bachelor’s degree in business management in 2014, eager to
dive into the professional work force. I spent the first seven years of my professional
career at MassMutual Life Insurance Company. This is where I confirmed my
appetite for the financial services industry. MassMutual granted me the opportunity
to gain substantial knowledge from an operations perspective on the functions
around retirement planning and wealth optimization. I knew at the point my next
endeavor would be to get the necessary licenses to becoming a financial advisor.

In 2022, I joined Northwestern Mutual, where I was able to acquire my
licensing. I spent the next year committed to developing the skills necessary to help
my clients achieve their version of financial security, whatever that may mean to
them. In 2024, I transitioned to The Wealth Transition Collective where I will be
helping clients build values-based financial plans so that they can have the
retirement experience they deserve.

In my spare time, I can be found golfing, going out to dinner with family and
friends, and traveling out east along the North Shore of MA.

Ready To Get Started Living Your Dream Life?​

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